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Returns, performance and investment exposure
Fund / track number 15429 · Data as of 08/2026
Cumulative return · 12 months19.68%Back to comparison
Last month0.30%
Year to date8.22%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 12 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2025 | 2.69% | 2.69% |
| 10/2025 | 1.96% | 4.70% |
| 11/2025 | 2.85% | 7.69% |
| 12/2025 | 2.69% | 10.58% |
| 01/2026 | 4.94% | 16.05% |
| 02/2026 | 1.32% | 17.58% |
| 03/2026 | -1.08% | 16.31% |
| 04/2026 | 5.17% | 22.32% |
| 05/2026 | 2.38% | 25.23% |
| 06/2026 | -4.03% | 20.19% |
| 07/2026 | -0.72% | 19.32% |
| 08/2026 | 0.30% | 19.68% |
Calendar-year returns
2024—
2025—
Investment exposure
- Equity exposure
- 53.75%
- Overseas exposure
- 3.91%
- Foreign currency exposure
- 4.99%
— 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.