קופת גמל להשקעה
אנליסט מסלולית - קופת גמל להשקעה מניות
Returns, performance and investment exposure
Fund / track number 7836 · Data as of 08/2026
Cumulative return · 12 months18.62%Back to comparison
Last month2.02%
Year to date10.19%
3 years69.97%
5 years75.92%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.29% | 3.29% |
| 10/2024 | 0.39% | 3.69% |
| 11/2024 | 4.15% | 8.00% |
| 12/2024 | 0.44% | 8.47% |
| 01/2025 | 3.11% | 11.84% |
| 02/2025 | -1.62% | 10.03% |
| 03/2025 | -3.19% | 6.52% |
| 04/2025 | -0.05% | 6.47% |
| 05/2025 | 5.20% | 12.01% |
| 06/2025 | 5.38% | 18.03% |
| 07/2025 | 2.07% | 20.48% |
| 08/2025 | 0.95% | 21.62% |
| 09/2025 | 3.48% | 25.85% |
| 10/2025 | 2.09% | 28.48% |
| 11/2025 | 0.90% | 29.64% |
| 12/2025 | 0.99% | 30.92% |
| 01/2026 | 3.32% | 35.27% |
| 02/2026 | 0.23% | 35.58% |
| 03/2026 | -4.17% | 29.93% |
| 04/2026 | 8.81% | 41.37% |
| 05/2026 | 4.08% | 47.14% |
| 06/2026 | -2.55% | 43.39% |
| 07/2026 | -1.38% | 41.41% |
| 08/2026 | 2.02% | 44.27% |
Calendar-year returns
202423.82%
202520.70%
Investment exposure
- Equity exposure
- 99.77%
- Overseas exposure
- 63.78%
- Foreign currency exposure
- 28.24%
— 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.