קופת גמל להשקעה
כלל גמל לעתיד כללי
Returns, performance and investment exposure
Fund / track number 7988 · Data as of 08/2026
Cumulative return · 12 months15.15%Back to comparison
Last month1.41%
Year to date8.27%
3 years44.84%
5 years45.50%
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 | 0.57% | 2.23% |
| 11/2024 | 2.01% | 4.28% |
| 12/2024 | 0.68% | 4.99% |
| 01/2025 | 1.35% | 6.41% |
| 02/2025 | 0.05% | 6.46% |
| 03/2025 | -1.16% | 5.23% |
| 04/2025 | 0.80% | 6.07% |
| 05/2025 | 2.44% | 8.66% |
| 06/2025 | 3.74% | 12.72% |
| 07/2025 | 0.87% | 13.70% |
| 08/2025 | 1.01% | 14.85% |
| 09/2025 | 2.09% | 17.25% |
| 10/2025 | 1.58% | 19.10% |
| 11/2025 | 1.34% | 20.70% |
| 12/2025 | 1.20% | 22.15% |
| 01/2026 | 2.68% | 25.42% |
| 02/2026 | 0.96% | 26.63% |
| 03/2026 | -2.31% | 23.70% |
| 04/2026 | 4.27% | 28.98% |
| 05/2026 | 2.39% | 32.07% |
| 06/2026 | -0.57% | 31.31% |
| 07/2026 | -0.69% | 30.41% |
| 08/2026 | 1.41% | 32.25% |
Calendar-year returns
202412.92%
202516.34%
Investment exposure
- Equity exposure
- 51.95%
- Overseas exposure
- 49.22%
- Foreign currency exposure
- 19.57%
— 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.