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Returns, performance and investment exposure
Fund / track number 767 · Data as of 08/2026
Cumulative return · 12 months11.78%Back to comparison
Last month0.95%
Year to date6.02%
3 years36.98%
5 years37.43%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.70% | 1.70% |
| 10/2024 | 0.10% | 1.80% |
| 11/2024 | 1.95% | 3.79% |
| 12/2024 | 0.72% | 4.53% |
| 01/2025 | 1.42% | 6.02% |
| 02/2025 | -0.25% | 5.75% |
| 03/2025 | -1.56% | 4.10% |
| 04/2025 | 1.01% | 5.16% |
| 05/2025 | 1.98% | 7.24% |
| 06/2025 | 3.62% | 11.12% |
| 07/2025 | 0.90% | 12.12% |
| 08/2025 | 0.88% | 13.11% |
| 09/2025 | 2.18% | 15.57% |
| 10/2025 | 1.70% | 17.54% |
| 11/2025 | 0.69% | 18.35% |
| 12/2025 | 0.77% | 19.26% |
| 01/2026 | 2.29% | 21.99% |
| 02/2026 | 0.62% | 22.75% |
| 03/2026 | -2.70% | 19.43% |
| 04/2026 | 3.89% | 24.08% |
| 05/2026 | 2.12% | 26.71% |
| 06/2026 | -0.66% | 25.87% |
| 07/2026 | -0.50% | 25.24% |
| 08/2026 | 0.95% | 26.43% |
Calendar-year returns
202411.68%
202514.09%
Investment exposure
- Equity exposure
- 49.32%
- Overseas exposure
- 37.58%
- Foreign currency exposure
- 17.16%
— 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.