מרכזית לפיצויים
כלל פיצויים למעסיק
Returns, performance and investment exposure
Fund / track number 241 · Data as of 08/2026
Cumulative return · 12 months14.00%Back to comparison
Last month0.96%
Year to date7.49%
3 years41.41%
5 years42.40%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.61% | 1.61% |
| 10/2024 | 0.41% | 2.03% |
| 11/2024 | 1.80% | 3.86% |
| 12/2024 | 0.83% | 4.73% |
| 01/2025 | 1.38% | 6.17% |
| 02/2025 | 0.10% | 6.28% |
| 03/2025 | -1.17% | 5.03% |
| 04/2025 | 0.73% | 5.80% |
| 05/2025 | 2.14% | 8.06% |
| 06/2025 | 3.49% | 11.84% |
| 07/2025 | 0.83% | 12.76% |
| 08/2025 | 0.89% | 13.77% |
| 09/2025 | 2.15% | 16.21% |
| 10/2025 | 1.52% | 17.98% |
| 11/2025 | 1.37% | 19.60% |
| 12/2025 | 0.89% | 20.66% |
| 01/2026 | 2.51% | 23.69% |
| 02/2026 | 0.86% | 24.75% |
| 03/2026 | -2.31% | 21.87% |
| 04/2026 | 3.88% | 26.60% |
| 05/2026 | 2.24% | 29.44% |
| 06/2026 | -0.10% | 29.31% |
| 07/2026 | -0.65% | 28.47% |
| 08/2026 | 0.96% | 29.70% |
Calendar-year returns
202412.30%
202515.22%
Investment exposure
- Equity exposure
- 47.13%
- Overseas exposure
- 39.65%
- Foreign currency exposure
- 19.77%
— 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.
Free initial review
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.