תגמולים ואישית לפיצויים
מחוג מסלול לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 7207 · Data as of 08/2026
Cumulative return · 12 months7.72%Back to comparison
Last month0.70%
Year to date3.96%
3 years25.83%
5 years27.55%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.41% | 1.41% |
| 10/2024 | -0.13% | 1.28% |
| 11/2024 | 1.23% | 2.52% |
| 12/2024 | 0.17% | 2.70% |
| 01/2025 | 0.83% | 3.55% |
| 02/2025 | 0.05% | 3.60% |
| 03/2025 | -0.38% | 3.21% |
| 04/2025 | 0.54% | 3.77% |
| 05/2025 | 1.03% | 4.83% |
| 06/2025 | 1.84% | 6.76% |
| 07/2025 | 0.81% | 7.63% |
| 08/2025 | 0.83% | 8.52% |
| 09/2025 | 1.38% | 10.02% |
| 10/2025 | 1.19% | 11.33% |
| 11/2025 | 0.62% | 12.02% |
| 12/2025 | 0.38% | 12.44% |
| 01/2026 | 1.15% | 13.74% |
| 02/2026 | 0.57% | 14.39% |
| 03/2026 | -1.72% | 12.42% |
| 04/2026 | 2.37% | 15.08% |
| 05/2026 | 1.34% | 16.63% |
| 06/2026 | -0.46% | 16.09% |
| 07/2026 | 0.00% | 16.09% |
| 08/2026 | 0.70% | 16.90% |
Calendar-year returns
20248.62%
20259.49%
Investment exposure
- Equity exposure
- 34.58%
- Overseas exposure
- 29.13%
- Foreign currency exposure
- 15.37%
— 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.