קופת גמל להשקעה
אינפיניטי גמל להשקעה אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 9639 · Data as of 08/2026
Cumulative return · 12 months8.43%Back to comparison
Last month0.96%
Year to date4.43%
3 years27.92%
5 years29.56%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.00% | 1.00% |
| 10/2024 | 0.55% | 1.56% |
| 11/2024 | 1.39% | 2.97% |
| 12/2024 | 0.86% | 3.85% |
| 01/2025 | 0.80% | 4.68% |
| 02/2025 | 0.31% | 5.01% |
| 03/2025 | -1.12% | 3.83% |
| 04/2025 | 0.82% | 4.68% |
| 05/2025 | 1.48% | 6.23% |
| 06/2025 | 2.67% | 9.07% |
| 07/2025 | 0.97% | 10.13% |
| 08/2025 | 0.49% | 10.67% |
| 09/2025 | 1.36% | 12.17% |
| 10/2025 | 1.22% | 13.54% |
| 11/2025 | 0.33% | 13.91% |
| 12/2025 | 0.87% | 14.91% |
| 01/2026 | 1.38% | 16.49% |
| 02/2026 | 0.04% | 16.54% |
| 03/2026 | -1.39% | 14.92% |
| 04/2026 | 2.68% | 18.00% |
| 05/2026 | 1.67% | 19.97% |
| 06/2026 | -0.56% | 19.30% |
| 07/2026 | -0.37% | 18.86% |
| 08/2026 | 0.96% | 20.00% |
Calendar-year returns
20249.00%
202510.64%
Investment exposure
- Equity exposure
- 23.97%
- Overseas exposure
- 14.49%
- Foreign currency exposure
- 10.74%
— 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.