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אינפיניטי כללית מסלול לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 14047 · Data as of 08/2026

Cumulative return · 12 months10.27%Back to comparison
Last month0.65%
Year to date6.26%
3 years31.96%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.10%1.10%
10/20240.59%1.70%
11/20241.56%3.28%
12/20240.52%3.82%
01/20250.39%4.22%
02/20250.21%4.44%
03/2025-0.95%3.45%
04/20250.77%4.25%
05/20251.57%5.88%
06/20252.91%8.97%
07/20251.00%10.06%
08/20250.92%11.07%
09/20251.26%12.47%
10/20250.79%13.36%
11/20250.53%13.96%
12/20251.14%15.26%
01/20262.02%17.58%
02/20261.35%19.17%
03/2026-0.91%18.09%
04/20262.60%21.16%
05/20262.43%24.10%
06/2026-1.10%22.74%
07/2026-0.86%21.68%
08/20260.65%22.47%

Calendar-year returns

202410.34%
202511.02%

Investment exposure

Equity exposure
31.67%
Overseas exposure
18.10%
Foreign currency exposure
13.57%

— 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.