תגמולים ואישית לפיצויים

מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 9781 · Data as of 08/2026

Cumulative return · 12 months9.72%Back to comparison
Last month0.98%
Year to date5.24%
3 years29.75%
5 years30.04%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.14%1.14%
10/20240.22%1.36%
11/20241.53%2.91%
12/20240.73%3.66%
01/20250.82%4.51%
02/20250.24%4.77%
03/2025-0.54%4.20%
04/20250.94%5.18%
05/20251.04%6.27%
06/20252.50%8.93%
07/20250.50%9.47%
08/20250.87%10.43%
09/20251.48%12.06%
10/20251.21%13.42%
11/20250.81%14.34%
12/20250.69%15.12%
01/20261.52%16.87%
02/20260.46%17.41%
03/2026-1.68%15.44%
04/20262.65%18.50%
05/20261.76%20.58%
06/2026-0.17%20.38%
07/2026-0.33%19.98%
08/20260.98%21.16%

Calendar-year returns

20249.47%
202511.06%

Investment exposure

Equity exposure
31.06%
Overseas exposure
32.18%
Foreign currency exposure
13.75%

— 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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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.