קופת גמל להשקעה - חסכון לילד
מגדל חסכון לילד - חוסכים המעדיפים סיכון בינוני
Returns, performance and investment exposure
Fund / track number 9897 · Data as of 08/2026
Cumulative return · 12 months13.14%Back to comparison
Last month1.26%
Year to date7.01%
3 years40.59%
5 years41.04%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.66% | 1.66% |
| 10/2024 | 0.23% | 1.89% |
| 11/2024 | 1.82% | 3.75% |
| 12/2024 | 0.84% | 4.62% |
| 01/2025 | 1.31% | 5.99% |
| 02/2025 | -0.13% | 5.85% |
| 03/2025 | -1.01% | 4.78% |
| 04/2025 | 1.02% | 5.85% |
| 05/2025 | 2.06% | 8.03% |
| 06/2025 | 3.43% | 11.74% |
| 07/2025 | 0.84% | 12.68% |
| 08/2025 | 0.90% | 13.69% |
| 09/2025 | 2.02% | 15.99% |
| 10/2025 | 1.46% | 17.68% |
| 11/2025 | 1.09% | 18.96% |
| 12/2025 | 1.04% | 20.20% |
| 01/2026 | 2.35% | 23.03% |
| 02/2026 | 0.64% | 23.81% |
| 03/2026 | -2.35% | 20.90% |
| 04/2026 | 4.05% | 25.80% |
| 05/2026 | 2.14% | 28.49% |
| 06/2026 | -0.63% | 27.68% |
| 07/2026 | -0.51% | 27.03% |
| 08/2026 | 1.26% | 28.63% |
Calendar-year returns
202412.46%
202514.89%
Investment exposure
- Equity exposure
- 50.96%
- Overseas exposure
- 44.96%
- Foreign currency exposure
- 19.11%
— 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.