קופת גמל להשקעה
אנליסט מסלולית - קופת גמל להשקעה כללי
Returns, performance and investment exposure
Fund / track number 7834 · Data as of 08/2026
Cumulative return · 12 months11.74%Back to comparison
Last month0.73%
Year to date6.25%
3 years40.67%
5 years46.26%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.87% | 1.87% |
| 10/2024 | 0.42% | 2.30% |
| 11/2024 | 2.32% | 4.67% |
| 12/2024 | 0.79% | 5.50% |
| 01/2025 | 1.60% | 7.19% |
| 02/2025 | -0.16% | 7.01% |
| 03/2025 | -1.26% | 5.67% |
| 04/2025 | 0.58% | 6.28% |
| 05/2025 | 2.22% | 8.64% |
| 06/2025 | 3.51% | 12.45% |
| 07/2025 | 1.11% | 13.70% |
| 08/2025 | 0.84% | 14.65% |
| 09/2025 | 2.05% | 17.01% |
| 10/2025 | 1.41% | 18.66% |
| 11/2025 | 0.78% | 19.58% |
| 12/2025 | 0.84% | 20.59% |
| 01/2026 | 2.03% | 23.03% |
| 02/2026 | 0.35% | 23.46% |
| 03/2026 | -2.01% | 20.98% |
| 04/2026 | 4.40% | 26.31% |
| 05/2026 | 2.53% | 29.50% |
| 06/2026 | -1.23% | 27.91% |
| 07/2026 | -0.56% | 27.19% |
| 08/2026 | 0.73% | 28.12% |
Calendar-year returns
202413.52%
202514.30%
Investment exposure
- Equity exposure
- 50.65%
- Overseas exposure
- 33.86%
- Foreign currency exposure
- 19.56%
— means complete data is unavailable. Missing data is not treated as a zero return.
The chart compounds monthly returns. Three- and five-year returns are cumulative. 2024 and 2025 each cover a full calendar year.
Source: Capital Market, Insurance and Savings Authority reports held in the Gemelnet database.
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Free initial review ←Returns are nominal and gross. Past performance does not guarantee future returns. This information does not replace personal advice. Gemelnet is a private website, not the government service.