קופת גמל להשקעה
מגדל גמל להשקעה מסלול אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 7935 · Data as of 08/2026
Cumulative return · 12 months9.22%Back to comparison
Last month0.70%
Year to date5.15%
3 years28.02%
5 years24.63%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.19% | 1.19% |
| 10/2024 | 0.25% | 1.44% |
| 11/2024 | 1.41% | 2.87% |
| 12/2024 | 0.79% | 3.69% |
| 01/2025 | 0.88% | 4.60% |
| 02/2025 | 0.25% | 4.86% |
| 03/2025 | -0.52% | 4.31% |
| 04/2025 | 0.99% | 5.35% |
| 05/2025 | 1.10% | 6.51% |
| 06/2025 | 2.52% | 9.19% |
| 07/2025 | 0.55% | 9.79% |
| 08/2025 | 0.82% | 10.69% |
| 09/2025 | 1.35% | 12.19% |
| 10/2025 | 1.17% | 13.50% |
| 11/2025 | 0.69% | 14.28% |
| 12/2025 | 0.61% | 14.98% |
| 01/2026 | 1.37% | 16.55% |
| 02/2026 | 0.68% | 17.35% |
| 03/2026 | -1.22% | 15.91% |
| 04/2026 | 2.36% | 18.65% |
| 05/2026 | 1.51% | 20.44% |
| 06/2026 | -0.05% | 20.38% |
| 07/2026 | -0.27% | 20.06% |
| 08/2026 | 0.70% | 20.90% |
Calendar-year returns
20248.06%
202510.89%
Investment exposure
- Equity exposure
- 24.49%
- Overseas exposure
- 26.22%
- Foreign currency exposure
- 12.61%
— 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.