מרכזית לפיצויים
קופה כללית לפיצויים
Returns, performance and investment exposure
Fund / track number 239 · Data as of 08/2026
Cumulative return · 12 months14.15%Back to comparison
Last month1.11%
Year to date7.73%
3 years41.54%
5 years40.04%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.78% | 1.78% |
| 10/2024 | 0.40% | 2.19% |
| 11/2024 | 1.87% | 4.10% |
| 12/2024 | 0.82% | 4.95% |
| 01/2025 | 1.45% | 6.47% |
| 02/2025 | 0.10% | 6.58% |
| 03/2025 | -1.24% | 5.26% |
| 04/2025 | 0.70% | 6.00% |
| 05/2025 | 2.18% | 8.31% |
| 06/2025 | 3.55% | 12.15% |
| 07/2025 | 0.86% | 13.12% |
| 08/2025 | 0.88% | 14.11% |
| 09/2025 | 2.11% | 16.52% |
| 10/2025 | 1.50% | 18.27% |
| 11/2025 | 1.34% | 19.85% |
| 12/2025 | 0.88% | 20.91% |
| 01/2026 | 2.46% | 23.88% |
| 02/2026 | 0.86% | 24.95% |
| 03/2026 | -2.29% | 22.08% |
| 04/2026 | 3.93% | 26.88% |
| 05/2026 | 2.30% | 29.80% |
| 06/2026 | -0.07% | 29.71% |
| 07/2026 | -0.68% | 28.83% |
| 08/2026 | 1.11% | 30.26% |
Calendar-year returns
202412.35%
202515.20%
Investment exposure
- Equity exposure
- 46.11%
- Overseas exposure
- 39.79%
- Foreign currency exposure
- 19.78%
— 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.