קופת גמל להשקעה
מגדל גמל להשקעה כללי
Returns, performance and investment exposure
Fund / track number 7936 · Data as of 08/2026
Cumulative return · 12 months13.23%Back to comparison
Last month1.24%
Year to date6.73%
3 years42.50%
5 years45.13%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.65% | 1.65% |
| 10/2024 | 0.25% | 1.90% |
| 11/2024 | 1.92% | 3.86% |
| 12/2024 | 0.84% | 4.73% |
| 01/2025 | 1.35% | 6.15% |
| 02/2025 | -0.10% | 6.04% |
| 03/2025 | -1.10% | 4.87% |
| 04/2025 | 1.15% | 6.08% |
| 05/2025 | 2.35% | 8.57% |
| 06/2025 | 3.76% | 12.66% |
| 07/2025 | 0.89% | 13.66% |
| 08/2025 | 0.92% | 14.70% |
| 09/2025 | 2.03% | 17.03% |
| 10/2025 | 1.55% | 18.85% |
| 11/2025 | 1.28% | 20.37% |
| 12/2025 | 1.10% | 21.69% |
| 01/2026 | 2.55% | 24.79% |
| 02/2026 | 0.69% | 25.66% |
| 03/2026 | -2.54% | 22.46% |
| 04/2026 | 4.28% | 27.71% |
| 05/2026 | 2.20% | 30.52% |
| 06/2026 | -1.16% | 29.00% |
| 07/2026 | -0.55% | 28.29% |
| 08/2026 | 1.24% | 29.88% |
Calendar-year returns
202412.92%
202516.19%
Investment exposure
- Equity exposure
- 51.69%
- Overseas exposure
- 42.95%
- Foreign currency exposure
- 19.03%
— 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.