קופת גמל להשקעה
מגדל גמל להשקעה הלכה
Returns, performance and investment exposure
Fund / track number 7937 · Data as of 08/2026
Cumulative return · 12 months12.56%Back to comparison
Last month1.19%
Year to date6.22%
3 years38.70%
5 years38.57%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.43% | 1.43% |
| 10/2024 | 0.36% | 1.80% |
| 11/2024 | 1.72% | 3.55% |
| 12/2024 | 0.89% | 4.47% |
| 01/2025 | 1.13% | 5.65% |
| 02/2025 | 0.46% | 6.13% |
| 03/2025 | -1.64% | 4.39% |
| 04/2025 | 0.98% | 5.42% |
| 05/2025 | 2.21% | 7.75% |
| 06/2025 | 3.34% | 11.34% |
| 07/2025 | 1.29% | 12.78% |
| 08/2025 | 0.57% | 13.42% |
| 09/2025 | 2.08% | 15.78% |
| 10/2025 | 1.71% | 17.76% |
| 11/2025 | 0.98% | 18.92% |
| 12/2025 | 1.07% | 20.19% |
| 01/2026 | 2.21% | 22.85% |
| 02/2026 | 0.95% | 24.01% |
| 03/2026 | -2.67% | 20.70% |
| 04/2026 | 4.01% | 25.54% |
| 05/2026 | 1.85% | 27.86% |
| 06/2026 | -1.23% | 26.29% |
| 07/2026 | -0.10% | 26.17% |
| 08/2026 | 1.19% | 27.67% |
Calendar-year returns
202412.10%
202515.05%
Investment exposure
- Equity exposure
- 51.03%
- Overseas exposure
- 38.34%
- Foreign currency exposure
- 18.66%
— 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.