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Returns, performance and investment exposure
Fund / track number 7863 · Data as of 08/2026
Cumulative return · 12 months12.73%Back to comparison
Last month1.01%
Year to date6.66%
3 years38.20%
5 years40.47%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.63% | 1.63% |
| 10/2024 | 0.11% | 1.74% |
| 11/2024 | 1.82% | 3.59% |
| 12/2024 | 0.69% | 4.31% |
| 01/2025 | 1.27% | 5.63% |
| 02/2025 | -0.22% | 5.40% |
| 03/2025 | -1.29% | 4.04% |
| 04/2025 | 1.38% | 5.48% |
| 05/2025 | 2.07% | 7.66% |
| 06/2025 | 3.51% | 11.44% |
| 07/2025 | 0.79% | 12.32% |
| 08/2025 | 0.97% | 13.41% |
| 09/2025 | 2.19% | 15.89% |
| 10/2025 | 1.81% | 17.99% |
| 11/2025 | 0.66% | 18.77% |
| 12/2025 | 0.92% | 19.86% |
| 01/2026 | 2.34% | 22.67% |
| 02/2026 | 0.97% | 23.86% |
| 03/2026 | -2.69% | 20.52% |
| 04/2026 | 3.87% | 25.19% |
| 05/2026 | 2.13% | 27.86% |
| 06/2026 | -0.33% | 27.43% |
| 07/2026 | -0.68% | 26.57% |
| 08/2026 | 1.01% | 27.85% |
Calendar-year returns
202411.15%
202514.91%
Investment exposure
- Equity exposure
- 48.88%
- Overseas exposure
- 36.73%
- Foreign currency exposure
- 16.34%
— 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.