קרנות פנסיה
מגדל מקפת משלימה בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12152 · Data as of 08/2026
Cumulative return · 12 months9.95%Back to comparison
Last month0.60%
Year to date5.56%
3 years29.54%
5 years27.52%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.07% | 1.07% |
| 10/2024 | 0.20% | 1.27% |
| 11/2024 | 1.56% | 2.85% |
| 12/2024 | 0.72% | 3.59% |
| 01/2025 | 0.69% | 4.31% |
| 02/2025 | 0.56% | 4.89% |
| 03/2025 | -0.79% | 4.06% |
| 04/2025 | 0.96% | 5.06% |
| 05/2025 | 1.00% | 6.11% |
| 06/2025 | 2.50% | 8.77% |
| 07/2025 | 0.48% | 9.29% |
| 08/2025 | 0.87% | 10.24% |
| 09/2025 | 1.49% | 11.88% |
| 10/2025 | 1.19% | 13.21% |
| 11/2025 | 0.77% | 14.08% |
| 12/2025 | 0.65% | 14.83% |
| 01/2026 | 1.39% | 16.42% |
| 02/2026 | 0.53% | 17.04% |
| 03/2026 | -1.64% | 15.12% |
| 04/2026 | 2.55% | 18.05% |
| 05/2026 | 1.68% | 20.04% |
| 06/2026 | 0.35% | 20.46% |
| 07/2026 | 0.02% | 20.48% |
| 08/2026 | 0.60% | 21.20% |
Calendar-year returns
20249.07%
202510.84%
Investment exposure
- Equity exposure
- 27.56%
- Overseas exposure
- 29.45%
- Foreign currency exposure
- 13.32%
— 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.