תגמולים ואישית לפיצויים
עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9785 · Data as of 08/2026
Cumulative return · 12 months12.18%Back to comparison
Last month0.54%
Year to date7.51%
3 years31.15%
5 years28.68%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.39% | 1.39% |
| 10/2024 | 0.54% | 1.94% |
| 11/2024 | 1.37% | 3.33% |
| 12/2024 | 0.99% | 4.36% |
| 01/2025 | 0.79% | 5.18% |
| 02/2025 | -0.09% | 5.09% |
| 03/2025 | -0.54% | 4.52% |
| 04/2025 | 0.34% | 4.87% |
| 05/2025 | 1.19% | 6.12% |
| 06/2025 | 2.05% | 8.30% |
| 07/2025 | 1.21% | 9.61% |
| 08/2025 | 1.01% | 10.72% |
| 09/2025 | 1.42% | 12.29% |
| 10/2025 | 1.08% | 13.50% |
| 11/2025 | 0.75% | 14.35% |
| 12/2025 | 1.02% | 15.52% |
| 01/2026 | 2.34% | 18.22% |
| 02/2026 | 0.55% | 18.87% |
| 03/2026 | -1.67% | 16.89% |
| 04/2026 | 3.13% | 20.54% |
| 05/2026 | 3.31% | 24.54% |
| 06/2026 | -0.46% | 23.96% |
| 07/2026 | -0.35% | 23.53% |
| 08/2026 | 0.54% | 24.20% |
Calendar-year returns
20248.69%
202510.70%
Investment exposure
- Equity exposure
- 30.81%
- Overseas exposure
- 18.80%
- Foreign currency exposure
- 18.26%
— 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.
Free initial review
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.