קופת גמל להשקעה - חסכון לילד

מגדל חסכון לילד - חוסכים המעדיפים סיכון מועט

Returns, performance and investment exposure

Fund / track number 9896 · Data as of 08/2026

Cumulative return · 12 months9.12%Back to comparison
Last month0.84%
Year to date5.01%
3 years27.69%
5 years26.59%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.03%1.03%
10/20240.21%1.24%
11/20241.45%2.71%
12/20240.70%3.43%
01/20250.79%4.25%
02/20250.29%4.55%
03/2025-0.56%3.96%
04/20250.94%4.94%
05/20250.91%5.90%
06/20252.35%8.38%
07/20250.45%8.87%
08/20250.88%9.83%
09/20251.30%11.26%
10/20251.17%12.56%
11/20250.72%13.37%
12/20250.67%14.13%
01/20261.25%15.56%
02/20260.39%16.01%
03/2026-1.33%14.46%
04/20262.27%17.06%
05/20261.66%19.01%
06/20260.13%19.16%
07/2026-0.26%18.85%
08/20260.84%19.85%

Calendar-year returns

20248.75%
202510.35%

Investment exposure

Equity exposure
24.71%
Overseas exposure
28.81%
Foreign currency exposure
12.48%

— 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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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.