מרכזית לפיצויים

מגדל-קופ"ג מרכזית לפיצויים

Returns, performance and investment exposure

Fund / track number 745 · Data as of 08/2026

Cumulative return · 12 months12.60%Back to comparison
Last month1.03%
Year to date6.30%
3 years39.79%
5 years39.28%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.67%1.67%
10/20240.24%1.91%
11/20241.91%3.86%
12/20240.83%4.72%
01/20251.30%6.08%
02/2025-0.06%6.02%
03/2025-1.28%4.66%
04/20251.13%5.85%
05/20252.01%7.97%
06/20253.75%12.02%
07/20250.86%12.99%
08/20250.89%13.99%
09/20252.27%16.58%
10/20251.55%18.39%
11/20250.98%19.55%
12/20251.00%20.74%
01/20262.38%23.62%
02/20260.49%24.22%
03/2026-2.55%21.05%
04/20264.10%26.02%
05/20262.21%28.80%
06/2026-0.83%27.73%
07/2026-0.54%27.04%
08/20261.03%28.35%

Calendar-year returns

202412.05%
202515.30%

Investment exposure

Equity exposure
49.64%
Overseas exposure
35.13%
Foreign currency exposure
18.75%

— 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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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.