מטרה אחרת
קרן מקפת - קרנות למטרה אחרת
Returns, performance and investment exposure
Fund / track number 513 · Data as of 08/2026
Cumulative return · 12 months14.25%Back to comparison
Last month0.85%
Year to date7.66%
3 years41.99%
5 years42.84%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.56% | 1.56% |
| 10/2024 | 0.00% | 1.56% |
| 11/2024 | 2.05% | 3.64% |
| 12/2024 | 0.41% | 4.07% |
| 01/2025 | 1.33% | 5.45% |
| 02/2025 | 0.27% | 5.74% |
| 03/2025 | -1.89% | 3.74% |
| 04/2025 | 0.91% | 4.68% |
| 05/2025 | 2.64% | 7.44% |
| 06/2025 | 3.39% | 11.09% |
| 07/2025 | 1.19% | 12.41% |
| 08/2025 | 0.92% | 13.44% |
| 09/2025 | 2.26% | 16.01% |
| 10/2025 | 1.46% | 17.70% |
| 11/2025 | 1.19% | 19.10% |
| 12/2025 | 1.08% | 20.39% |
| 01/2026 | 2.79% | 23.75% |
| 02/2026 | 1.17% | 25.19% |
| 03/2026 | -3.22% | 21.16% |
| 04/2026 | 4.54% | 26.66% |
| 05/2026 | 1.86% | 29.02% |
| 06/2026 | -1.12% | 27.58% |
| 07/2026 | 0.74% | 28.52% |
| 08/2026 | 0.85% | 29.61% |
Calendar-year returns
202412.70%
202515.68%
Investment exposure
- Equity exposure
- 61.68%
- Overseas exposure
- 40.99%
- 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.
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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.