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אינפיניטי מקיפה מסלול לבני 50 עד 60

Returns, performance and investment exposure

Fund / track number 14038 · Data as of 08/2026

Cumulative return · 12 months13.13%Back to comparison
Last month1.26%
Year to date7.44%
3 years43.37%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.73%1.73%
10/20240.68%2.42%
11/20242.22%4.70%
12/20240.85%5.59%
01/20250.96%6.60%
02/20250.08%6.68%
03/2025-1.65%4.92%
04/20250.98%5.95%
05/20253.04%9.17%
06/20253.24%12.71%
07/20251.09%13.94%
08/20250.64%14.67%
09/20252.14%17.12%
10/20251.32%18.67%
11/20250.82%19.64%
12/20250.92%20.74%
01/20262.03%23.19%
02/20261.00%24.42%
03/2026-2.20%21.69%
04/20264.85%27.59%
05/20263.25%31.74%
06/2026-1.73%29.46%
07/2026-1.04%28.11%
08/20261.26%29.72%

Calendar-year returns

202415.08%
202514.35%

Investment exposure

Equity exposure
51.31%
Overseas exposure
28.69%
Foreign currency exposure
19.78%

— 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.