קופת גמל להשקעה
אנליסט מסלולית - קופת גמל להשקעה אשראי ואג"ח עד 25% מניות
Returns, performance and investment exposure
Fund / track number 7986 · Data as of 08/2026
Cumulative return · 12 months8.35%Back to comparison
Last month0.35%
Year to date4.75%
3 years27.49%
5 years25.88%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.15% | 1.15% |
| 10/2024 | 0.28% | 1.43% |
| 11/2024 | 1.44% | 2.89% |
| 12/2024 | 0.71% | 3.62% |
| 01/2025 | 0.93% | 4.59% |
| 02/2025 | 0.31% | 4.91% |
| 03/2025 | -0.71% | 4.17% |
| 04/2025 | 0.87% | 5.07% |
| 05/2025 | 1.16% | 6.29% |
| 06/2025 | 2.52% | 8.97% |
| 07/2025 | 0.75% | 9.79% |
| 08/2025 | 0.74% | 10.60% |
| 09/2025 | 1.19% | 11.92% |
| 10/2025 | 1.12% | 13.17% |
| 11/2025 | 0.52% | 13.76% |
| 12/2025 | 0.57% | 14.41% |
| 01/2026 | 1.35% | 15.95% |
| 02/2026 | 0.44% | 16.46% |
| 03/2026 | -0.99% | 15.31% |
| 04/2026 | 2.17% | 17.81% |
| 05/2026 | 1.51% | 19.59% |
| 06/2026 | -0.04% | 19.54% |
| 07/2026 | -0.10% | 19.42% |
| 08/2026 | 0.35% | 19.84% |
Calendar-year returns
20248.38%
202510.41%
Investment exposure
- Equity exposure
- 21.77%
- Overseas exposure
- 19.81%
- Foreign currency exposure
- 13.55%
— 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.