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Returns, performance and investment exposure
Fund / track number 7994 · Data as of 08/2026
Cumulative return · 12 months12.72%Back to comparison
Last month0.95%
Year to date6.55%
3 years38.28%
5 years38.24%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.61% | 1.61% |
| 10/2024 | 0.23% | 1.84% |
| 11/2024 | 1.84% | 3.72% |
| 12/2024 | 0.46% | 4.19% |
| 01/2025 | 1.20% | 5.45% |
| 02/2025 | 0.10% | 5.55% |
| 03/2025 | -1.33% | 4.15% |
| 04/2025 | 0.82% | 5.00% |
| 05/2025 | 2.27% | 7.38% |
| 06/2025 | 3.34% | 10.97% |
| 07/2025 | 1.16% | 12.26% |
| 08/2025 | 0.82% | 13.18% |
| 09/2025 | 2.06% | 15.51% |
| 10/2025 | 1.39% | 17.12% |
| 11/2025 | 1.11% | 18.42% |
| 12/2025 | 1.11% | 19.73% |
| 01/2026 | 2.55% | 22.78% |
| 02/2026 | 0.69% | 23.63% |
| 03/2026 | -2.47% | 20.58% |
| 04/2026 | 3.92% | 25.30% |
| 05/2026 | 1.73% | 27.47% |
| 06/2026 | -0.91% | 26.31% |
| 07/2026 | 0.05% | 26.37% |
| 08/2026 | 0.95% | 27.57% |
Calendar-year returns
202411.17%
202514.91%
Investment exposure
- Equity exposure
- 47.09%
- Overseas exposure
- 31.30%
- Foreign currency exposure
- 19.40%
— 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.