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אינפיניטי כללית מסלול לבני 50 ומטה

Returns, performance and investment exposure

Fund / track number 14045 · Data as of 08/2026

Cumulative return · 12 months15.61%Back to comparison
Last month1.54%
Year to date9.20%
3 years50.88%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.77%1.77%
10/20240.99%2.78%
11/20242.66%5.51%
12/20241.04%6.61%
01/20251.36%8.06%
02/20250.27%8.35%
03/2025-2.22%5.95%
04/20251.58%7.62%
05/20253.11%10.97%
06/20254.39%15.84%
07/20251.90%18.04%
08/20250.61%18.76%
09/20252.35%21.55%
10/20252.23%24.26%
11/20250.45%24.82%
12/20250.73%25.73%
01/20263.07%29.59%
02/20261.40%31.40%
03/2026-2.17%28.55%
04/20265.44%35.55%
05/20263.85%40.76%
06/2026-1.96%38.01%
07/2026-2.02%35.22%
08/20261.54%37.30%

Calendar-year returns

202415.83%
202517.94%

Investment exposure

Equity exposure
56.77%
Overseas exposure
29.68%
Foreign currency exposure
22.91%

— 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.