קופת גמל להשקעה
כלל גמל לעתיד אשראי ואג"ח עם מניות(עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 7992 · Data as of 08/2026
Cumulative return · 12 months9.15%Back to comparison
Last month0.62%
Year to date4.97%
3 years27.85%
5 years25.75%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.07% | 1.07% |
| 10/2024 | 0.33% | 1.40% |
| 11/2024 | 1.30% | 2.72% |
| 12/2024 | 0.66% | 3.40% |
| 01/2025 | 0.75% | 4.18% |
| 02/2025 | 0.50% | 4.70% |
| 03/2025 | -0.55% | 4.12% |
| 04/2025 | 0.55% | 4.69% |
| 05/2025 | 0.87% | 5.60% |
| 06/2025 | 2.43% | 8.17% |
| 07/2025 | 0.48% | 8.69% |
| 08/2025 | 0.85% | 9.61% |
| 09/2025 | 1.40% | 11.15% |
| 10/2025 | 1.05% | 12.31% |
| 11/2025 | 0.87% | 13.29% |
| 12/2025 | 0.61% | 13.98% |
| 01/2026 | 1.28% | 15.44% |
| 02/2026 | 0.41% | 15.92% |
| 03/2026 | -1.10% | 14.64% |
| 04/2026 | 2.00% | 16.93% |
| 05/2026 | 1.54% | 18.73% |
| 06/2026 | 0.44% | 19.26% |
| 07/2026 | -0.29% | 18.91% |
| 08/2026 | 0.62% | 19.65% |
Calendar-year returns
20248.56%
202510.24%
Investment exposure
- Equity exposure
- 19.91%
- Overseas exposure
- 31.20%
- Foreign currency exposure
- 13.82%
— 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.