קופת גמל להשקעה
מנורה מבטחים גמל להשקעה מסלול אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 8678 · Data as of 08/2026
Cumulative return · 12 months6.52%Back to comparison
Last month0.42%
Year to date3.31%
3 years17.21%
5 years13.55%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.47% | 0.47% |
| 10/2024 | 0.27% | 0.74% |
| 11/2024 | 1.29% | 2.04% |
| 12/2024 | 0.68% | 2.73% |
| 01/2025 | 0.28% | 3.02% |
| 02/2025 | 0.37% | 3.40% |
| 03/2025 | -0.15% | 3.25% |
| 04/2025 | 0.72% | 3.99% |
| 05/2025 | 0.26% | 4.26% |
| 06/2025 | 1.82% | 6.16% |
| 07/2025 | 0.39% | 6.57% |
| 08/2025 | 0.81% | 7.44% |
| 09/2025 | 1.29% | 8.82% |
| 10/2025 | 0.91% | 9.81% |
| 11/2025 | 0.60% | 10.47% |
| 12/2025 | 0.27% | 10.77% |
| 01/2026 | 0.77% | 11.62% |
| 02/2026 | 0.35% | 12.01% |
| 03/2026 | -1.37% | 10.48% |
| 04/2026 | 1.31% | 11.93% |
| 05/2026 | 1.12% | 13.18% |
| 06/2026 | 0.75% | 14.03% |
| 07/2026 | -0.06% | 13.96% |
| 08/2026 | 0.42% | 14.44% |
Calendar-year returns
20244.45%
20257.82%
Investment exposure
- Equity exposure
- 18.72%
- Overseas exposure
- 25.60%
- Foreign currency exposure
- 16.66%
— 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.