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Returns, performance and investment exposure
Fund / track number 8523 · Data as of 08/2026
Cumulative return · 12 months12.60%Back to comparison
Last month1.19%
Year to date6.41%
3 years36.04%
5 years31.63%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.33% | 1.33% |
| 10/2024 | 0.25% | 1.58% |
| 11/2024 | 2.06% | 3.68% |
| 12/2024 | 0.81% | 4.52% |
| 01/2025 | 1.08% | 5.64% |
| 02/2025 | -0.43% | 5.19% |
| 03/2025 | -1.31% | 3.81% |
| 04/2025 | 0.91% | 4.76% |
| 05/2025 | 1.80% | 6.64% |
| 06/2025 | 3.89% | 10.79% |
| 07/2025 | 0.62% | 11.48% |
| 08/2025 | 1.13% | 12.74% |
| 09/2025 | 2.12% | 15.13% |
| 10/2025 | 1.51% | 16.87% |
| 11/2025 | 0.88% | 17.89% |
| 12/2025 | 1.19% | 19.30% |
| 01/2026 | 2.47% | 22.24% |
| 02/2026 | 1.06% | 23.54% |
| 03/2026 | -2.88% | 19.98% |
| 04/2026 | 3.77% | 24.51% |
| 05/2026 | 2.76% | 27.94% |
| 06/2026 | -0.92% | 26.76% |
| 07/2026 | -1.04% | 25.45% |
| 08/2026 | 1.19% | 26.94% |
Calendar-year returns
202410.89%
202514.14%
Investment exposure
- Equity exposure
- 44.85%
- Overseas exposure
- 28.05%
- Foreign currency exposure
- 13.88%
— 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.