קרנות פנסיה
מגדל מקפת אישית עוקב מדדים למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12147 · Data as of 08/2026
Cumulative return · 12 months11.61%Back to comparison
Last month1.18%
Year to date6.62%
3 years40.46%
5 years58.20%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.88% | 1.88% |
| 10/2024 | 0.18% | 2.06% |
| 11/2024 | 1.57% | 3.67% |
| 12/2024 | 0.39% | 4.07% |
| 01/2025 | 1.11% | 5.23% |
| 02/2025 | 0.21% | 5.45% |
| 03/2025 | -0.85% | 4.55% |
| 04/2025 | 0.87% | 5.46% |
| 05/2025 | 2.85% | 8.47% |
| 06/2025 | 2.03% | 10.67% |
| 07/2025 | 1.32% | 12.13% |
| 08/2025 | 0.85% | 13.08% |
| 09/2025 | 2.02% | 15.37% |
| 10/2025 | 0.75% | 16.23% |
| 11/2025 | 1.13% | 17.54% |
| 12/2025 | 0.70% | 18.37% |
| 01/2026 | 1.40% | 20.02% |
| 02/2026 | 0.56% | 20.70% |
| 03/2026 | -1.82% | 18.50% |
| 04/2026 | 3.37% | 22.49% |
| 05/2026 | 2.21% | 25.20% |
| 06/2026 | -0.79% | 24.21% |
| 07/2026 | 0.42% | 24.73% |
| 08/2026 | 1.18% | 26.20% |
Calendar-year returns
202412.81%
202513.74%
Investment exposure
- Equity exposure
- 38.07%
- Overseas exposure
- 24.56%
- Foreign currency exposure
- 11.10%
— 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.