קופת גמל להשקעה
מנורה מבטחים גמל להשקעה עוקב מדדים - אג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 8684 · Data as of 08/2026
Cumulative return · 12 months7.06%Back to comparison
Last month0.83%
Year to date3.91%
3 years24.28%
5 years22.07%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.23% | 1.23% |
| 10/2024 | 0.33% | 1.56% |
| 11/2024 | 1.24% | 2.82% |
| 12/2024 | 0.42% | 3.26% |
| 01/2025 | 0.77% | 4.05% |
| 02/2025 | 0.80% | 4.88% |
| 03/2025 | -0.71% | 4.14% |
| 04/2025 | 0.27% | 4.42% |
| 05/2025 | 0.96% | 5.42% |
| 06/2025 | 1.92% | 7.45% |
| 07/2025 | 0.67% | 8.17% |
| 08/2025 | 0.67% | 8.89% |
| 09/2025 | 0.91% | 9.88% |
| 10/2025 | 1.01% | 10.99% |
| 11/2025 | 0.44% | 11.48% |
| 12/2025 | 0.64% | 12.19% |
| 01/2026 | 1.05% | 13.37% |
| 02/2026 | 0.25% | 13.65% |
| 03/2026 | -1.37% | 12.10% |
| 04/2026 | 1.55% | 13.83% |
| 05/2026 | 0.62% | 14.54% |
| 06/2026 | 0.76% | 15.41% |
| 07/2026 | 0.18% | 15.62% |
| 08/2026 | 0.83% | 16.58% |
Calendar-year returns
20248.02%
20258.66%
Investment exposure
- Equity exposure
- 23.53%
- Overseas exposure
- 23.05%
- Foreign currency exposure
- 18.60%
— 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.