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Returns, performance and investment exposure
Fund / track number 7991 · Data as of 08/2026
Cumulative return · 12 months26.09%Back to comparison
Last month1.98%
Year to date13.70%
3 years78.86%
5 years72.17%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.61% | 2.61% |
| 10/2024 | 0.64% | 3.27% |
| 11/2024 | 3.27% | 6.64% |
| 12/2024 | 0.93% | 7.64% |
| 01/2025 | 3.06% | 10.93% |
| 02/2025 | -0.99% | 9.83% |
| 03/2025 | -3.36% | 6.14% |
| 04/2025 | 0.94% | 7.14% |
| 05/2025 | 5.66% | 13.20% |
| 06/2025 | 6.02% | 20.02% |
| 07/2025 | 1.70% | 22.06% |
| 08/2025 | 1.23% | 23.56% |
| 09/2025 | 3.82% | 28.28% |
| 10/2025 | 2.69% | 31.73% |
| 11/2025 | 1.87% | 34.19% |
| 12/2025 | 2.11% | 37.02% |
| 01/2026 | 5.49% | 44.55% |
| 02/2026 | 1.55% | 46.79% |
| 03/2026 | -4.80% | 39.74% |
| 04/2026 | 8.71% | 51.91% |
| 05/2026 | 4.45% | 58.67% |
| 06/2026 | -2.26% | 55.09% |
| 07/2026 | -1.49% | 52.78% |
| 08/2026 | 1.98% | 55.80% |
Calendar-year returns
202421.03%
202527.30%
Investment exposure
- Equity exposure
- 100.79%
- Overseas exposure
- 68.99%
- Foreign currency exposure
- 24.86%
— 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.