קרנות פנסיה

אינפיניטי מקיפה מסלול לבני 50 ומטה

Returns, performance and investment exposure

Fund / track number 14037 · Data as of 08/2026

Cumulative return · 12 months13.77%Back to comparison
Last month1.44%
Year to date7.62%
3 years48.38%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.95%1.95%
10/20241.05%3.02%
11/20242.64%5.74%
12/20240.68%6.46%
01/20251.29%7.83%
02/20250.25%8.10%
03/2025-2.62%5.27%
04/20251.62%6.98%
05/20253.70%10.93%
06/20253.60%14.93%
07/20251.56%16.72%
08/20250.52%17.33%
09/20252.22%19.93%
10/20251.61%21.86%
11/20250.82%22.86%
12/20250.95%24.03%
01/20262.03%26.55%
02/20260.75%27.50%
03/2026-2.23%24.65%
04/20265.09%31.00%
05/20263.71%35.86%
06/2026-1.95%33.21%
07/2026-1.22%31.58%
08/20261.44%33.48%

Calendar-year returns

202416.88%
202516.50%

Investment exposure

Equity exposure
61.04%
Overseas exposure
34.94%
Foreign currency exposure
20.95%

— 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.