קרנות פנסיה
מגדל מקפת אישית בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12145 · Data as of 08/2026
Cumulative return · 12 months8.73%Back to comparison
Last month0.68%
Year to date5.49%
3 years29.98%
5 years47.18%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.45% | 1.45% |
| 10/2024 | 0.22% | 1.67% |
| 11/2024 | 1.24% | 2.93% |
| 12/2024 | 0.29% | 3.23% |
| 01/2025 | 0.46% | 3.71% |
| 02/2025 | 0.76% | 4.50% |
| 03/2025 | -0.06% | 4.43% |
| 04/2025 | 0.89% | 5.36% |
| 05/2025 | 1.58% | 7.03% |
| 06/2025 | 1.23% | 8.34% |
| 07/2025 | 0.73% | 9.13% |
| 08/2025 | 0.82% | 10.03% |
| 09/2025 | 1.39% | 11.56% |
| 10/2025 | 0.38% | 11.98% |
| 11/2025 | 0.99% | 13.09% |
| 12/2025 | 0.28% | 13.41% |
| 01/2026 | 0.95% | 14.49% |
| 02/2026 | 0.45% | 15.00% |
| 03/2026 | -0.59% | 14.32% |
| 04/2026 | 1.78% | 16.36% |
| 05/2026 | 1.64% | 18.27% |
| 06/2026 | 0.16% | 18.45% |
| 07/2026 | 0.31% | 18.82% |
| 08/2026 | 0.68% | 19.63% |
Calendar-year returns
202410.05%
20259.86%
Investment exposure
- Equity exposure
- 18.66%
- Overseas exposure
- 18.23%
- Foreign currency exposure
- 10.16%
— 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.