קרנות פנסיה

אינפיניטי מקיפה מסלול לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 14039 · Data as of 08/2026

Cumulative return · 12 months9.40%Back to comparison
Last month0.65%
Year to date5.70%
3 years33.98%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.35%1.35%
10/20240.58%1.94%
11/20241.67%3.64%
12/20240.63%4.29%
01/20250.75%5.08%
02/20250.46%5.56%
03/2025-1.12%4.38%
04/20251.10%5.52%
05/20251.80%7.42%
06/20252.48%10.09%
07/20251.12%11.32%
08/20250.75%12.16%
09/20251.34%13.66%
10/20250.78%14.55%
11/20250.76%15.42%
12/20250.57%16.07%
01/20261.43%17.73%
02/20261.04%18.96%
03/2026-1.34%17.36%
04/20263.07%20.97%
05/20262.26%23.70%
06/2026-0.88%22.61%
07/2026-0.58%21.90%
08/20260.65%22.69%

Calendar-year returns

202412.35%
202511.30%

Investment exposure

Equity exposure
30.81%
Overseas exposure
16.38%
Foreign currency exposure
15.21%

— 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.