קופת גמל להשקעה
כלל גמל לעתיד אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 7989 · Data as of 08/2026
Cumulative return · 12 months6.07%Back to comparison
Last month0.33%
Year to date3.55%
3 years18.32%
5 years15.58%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.59% | 0.59% |
| 10/2024 | 0.25% | 0.84% |
| 11/2024 | 0.88% | 1.73% |
| 12/2024 | 0.70% | 2.44% |
| 01/2025 | 0.34% | 2.79% |
| 02/2025 | 0.88% | 3.69% |
| 03/2025 | -0.17% | 3.52% |
| 04/2025 | 0.63% | 4.17% |
| 05/2025 | -0.09% | 4.08% |
| 06/2025 | 1.79% | 5.94% |
| 07/2025 | 0.16% | 6.11% |
| 08/2025 | 0.81% | 6.97% |
| 09/2025 | 0.90% | 7.93% |
| 10/2025 | 0.78% | 8.77% |
| 11/2025 | 0.37% | 9.17% |
| 12/2025 | 0.36% | 9.57% |
| 01/2026 | 0.61% | 10.24% |
| 02/2026 | 0.17% | 10.42% |
| 03/2026 | -0.62% | 9.74% |
| 04/2026 | 1.20% | 11.06% |
| 05/2026 | 1.33% | 12.53% |
| 06/2026 | 0.64% | 13.25% |
| 07/2026 | -0.15% | 13.08% |
| 08/2026 | 0.33% | 13.46% |
Calendar-year returns
20245.27%
20256.96%
Investment exposure
- Equity exposure
- 4.77%
- Overseas exposure
- 13.04%
- Foreign currency exposure
- 6.98%
— 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.