קופת גמל להשקעה
אנליסט מסלולית - קופת גמל להשקעה משולב סחיר
Returns, performance and investment exposure
Fund / track number 7842 · Data as of 08/2026
Cumulative return · 12 months-2.22%Back to comparison
Last month-1.05%
Year to date-1.43%
3 years8.39%
5 years21.10%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.14% | 3.14% |
| 10/2024 | -1.36% | 1.74% |
| 11/2024 | 0.53% | 2.28% |
| 12/2024 | -0.90% | 1.36% |
| 01/2025 | 0.07% | 1.43% |
| 02/2025 | -1.47% | -0.06% |
| 03/2025 | 3.14% | 3.07% |
| 04/2025 | -1.62% | 1.40% |
| 05/2025 | -0.97% | 0.42% |
| 06/2025 | -1.05% | -0.63% |
| 07/2025 | 1.16% | 0.52% |
| 08/2025 | -0.04% | 0.48% |
| 09/2025 | 0.99% | 1.47% |
| 10/2025 | -0.33% | 1.14% |
| 11/2025 | 0.62% | 1.77% |
| 12/2025 | -2.06% | -0.33% |
| 01/2026 | -2.32% | -2.64% |
| 02/2026 | 1.18% | -1.49% |
| 03/2026 | -2.18% | -3.64% |
| 04/2026 | -1.90% | -5.47% |
| 05/2026 | -2.12% | -7.48% |
| 06/2026 | 5.28% | -2.59% |
| 07/2026 | 1.93% | -0.71% |
| 08/2026 | -1.05% | -1.75% |
Calendar-year returns
202411.74%
2025-1.66%
Investment exposure
- Equity exposure
- 47.28%
- Overseas exposure
- 110.57%
- Foreign currency exposure
- 98.23%
— 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.
Free initial review
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.