קרנות פנסיה
אינפיניטי מקיפה הלכה
Returns, performance and investment exposure
Fund / track number 14042 · Data as of 08/2026
Cumulative return · 12 months8.50%Back to comparison
Last month1.40%
Year to date5.86%
3 years31.50%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.81% | 2.81% |
| 10/2024 | -1.04% | 1.74% |
| 11/2024 | 0.84% | 2.60% |
| 12/2024 | -1.30% | 1.26% |
| 01/2025 | 1.06% | 2.34% |
| 02/2025 | -0.34% | 1.99% |
| 03/2025 | -1.40% | 0.56% |
| 04/2025 | -0.28% | 0.28% |
| 05/2025 | 3.24% | 3.53% |
| 06/2025 | 0.75% | 4.30% |
| 07/2025 | 1.93% | 6.32% |
| 08/2025 | 0.56% | 6.91% |
| 09/2025 | 1.67% | 8.70% |
| 10/2025 | 0.96% | 9.74% |
| 11/2025 | 0.07% | 9.82% |
| 12/2025 | -0.22% | 9.58% |
| 01/2026 | -0.30% | 9.25% |
| 02/2026 | 1.45% | 10.83% |
| 03/2026 | -4.44% | 5.91% |
| 04/2026 | 2.32% | 8.37% |
| 05/2026 | 0.97% | 9.42% |
| 06/2026 | 3.16% | 12.88% |
| 07/2026 | 1.35% | 14.40% |
| 08/2026 | 1.40% | 16.00% |
Calendar-year returns
202413.73%
20258.21%
Investment exposure
- Equity exposure
- 68.80%
- Overseas exposure
- 83.23%
- Foreign currency exposure
- 65.96%
— 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.