מרכזית לפיצויים
מקפת תקציבית
Returns, performance and investment exposure
Fund / track number 1304 · Data as of 08/2026
Cumulative return · 12 months7.88%Back to comparison
Last month0.61%
Year to date4.01%
3 years25.00%
5 years21.74%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.95% | 0.95% |
| 10/2024 | 0.24% | 1.19% |
| 11/2024 | 1.47% | 2.68% |
| 12/2024 | 0.80% | 3.50% |
| 01/2025 | 0.68% | 4.21% |
| 02/2025 | 0.46% | 4.68% |
| 03/2025 | -0.75% | 3.90% |
| 04/2025 | 1.00% | 4.94% |
| 05/2025 | 0.67% | 5.64% |
| 06/2025 | 2.53% | 8.31% |
| 07/2025 | 0.40% | 8.75% |
| 08/2025 | 0.87% | 9.69% |
| 09/2025 | 1.34% | 11.16% |
| 10/2025 | 1.16% | 12.45% |
| 11/2025 | 0.52% | 13.04% |
| 12/2025 | 0.65% | 13.77% |
| 01/2026 | 1.18% | 15.11% |
| 02/2026 | 0.19% | 15.33% |
| 03/2026 | -1.55% | 13.55% |
| 04/2026 | 2.21% | 16.06% |
| 05/2026 | 1.69% | 18.02% |
| 06/2026 | 0.00% | 18.02% |
| 07/2026 | -0.34% | 17.62% |
| 08/2026 | 0.61% | 18.33% |
Calendar-year returns
20247.72%
20259.92%
Investment exposure
- Equity exposure
- 20.80%
- Overseas exposure
- 16.97%
- Foreign currency exposure
- 10.01%
— 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.