מרכזית לפיצויים
מבטחים מרכזית לפיצויים
Returns, performance and investment exposure
Fund / track number 827 · Data as of 08/2026
Cumulative return · 12 months10.70%Back to comparison
Last month0.92%
Year to date5.40%
3 years32.17%
5 years29.40%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.25% | 1.25% |
| 10/2024 | 0.13% | 1.38% |
| 11/2024 | 1.74% | 3.15% |
| 12/2024 | 0.66% | 3.83% |
| 01/2025 | 1.13% | 5.00% |
| 02/2025 | 0.18% | 5.19% |
| 03/2025 | -1.19% | 3.94% |
| 04/2025 | 1.01% | 4.99% |
| 05/2025 | 1.42% | 6.48% |
| 06/2025 | 2.96% | 9.63% |
| 07/2025 | 0.61% | 10.30% |
| 08/2025 | 1.16% | 11.58% |
| 09/2025 | 1.93% | 13.73% |
| 10/2025 | 1.38% | 15.30% |
| 11/2025 | 0.87% | 16.30% |
| 12/2025 | 0.76% | 17.19% |
| 01/2026 | 1.81% | 19.31% |
| 02/2026 | 0.46% | 19.86% |
| 03/2026 | -2.27% | 17.14% |
| 04/2026 | 3.07% | 20.73% |
| 05/2026 | 2.00% | 23.15% |
| 06/2026 | -0.20% | 22.90% |
| 07/2026 | -0.42% | 22.38% |
| 08/2026 | 0.92% | 23.51% |
Calendar-year returns
20249.23%
202512.87%
Investment exposure
- Equity exposure
- 31.84%
- Overseas exposure
- 30.08%
- Foreign currency exposure
- 12.05%
— 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.