תגמולים ואישית לפיצויים
מגדל לתגמולים ולפיצויים מסלול אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 8012 · Data as of 08/2026
Cumulative return · 12 months5.14%Back to comparison
Last month0.42%
Year to date2.88%
3 years18.12%
5 years14.73%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.63% | 0.63% |
| 10/2024 | 0.20% | 0.83% |
| 11/2024 | 0.86% | 1.70% |
| 12/2024 | 0.62% | 2.33% |
| 01/2025 | 0.27% | 2.61% |
| 02/2025 | 0.70% | 3.32% |
| 03/2025 | 0.14% | 3.47% |
| 04/2025 | 0.79% | 4.29% |
| 05/2025 | -0.21% | 4.07% |
| 06/2025 | 1.35% | 5.47% |
| 07/2025 | 0.18% | 5.66% |
| 08/2025 | 0.68% | 6.38% |
| 09/2025 | 0.70% | 7.12% |
| 10/2025 | 0.84% | 8.02% |
| 11/2025 | 0.40% | 8.46% |
| 12/2025 | 0.24% | 8.72% |
| 01/2026 | 0.53% | 9.29% |
| 02/2026 | 0.16% | 9.47% |
| 03/2026 | -0.75% | 8.65% |
| 04/2026 | 1.01% | 9.74% |
| 05/2026 | 1.16% | 11.02% |
| 06/2026 | 0.52% | 11.59% |
| 07/2026 | -0.19% | 11.38% |
| 08/2026 | 0.42% | 11.85% |
Calendar-year returns
20246.44%
20256.24%
Investment exposure
- Equity exposure
- 4.97%
- Overseas exposure
- 19.25%
- Foreign currency exposure
- 5.81%
— 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.