קרנות פנסיה
מסלול בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 14043 · Data as of 08/2026
Cumulative return · 12 months13.54%Back to comparison
Last month1.03%
Year to date8.69%
3 years38.58%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.38% | 1.38% |
| 10/2024 | 0.55% | 1.94% |
| 11/2024 | 1.53% | 3.50% |
| 12/2024 | 0.32% | 3.83% |
| 01/2025 | 0.65% | 4.50% |
| 02/2025 | 0.64% | 5.17% |
| 03/2025 | -1.31% | 3.79% |
| 04/2025 | 1.10% | 4.94% |
| 05/2025 | 2.13% | 7.17% |
| 06/2025 | 1.65% | 8.94% |
| 07/2025 | 1.02% | 10.05% |
| 08/2025 | 0.97% | 11.12% |
| 09/2025 | 1.70% | 13.01% |
| 10/2025 | 0.82% | 13.93% |
| 11/2025 | 1.04% | 15.12% |
| 12/2025 | 0.83% | 16.07% |
| 01/2026 | 1.92% | 18.30% |
| 02/2026 | 0.85% | 19.31% |
| 03/2026 | -0.65% | 18.53% |
| 04/2026 | 3.06% | 22.16% |
| 05/2026 | 2.52% | 25.24% |
| 06/2026 | -0.94% | 24.06% |
| 07/2026 | 0.66% | 24.88% |
| 08/2026 | 1.03% | 26.17% |
Calendar-year returns
202411.60%
202511.79%
Investment exposure
- Equity exposure
- 25.57%
- Overseas exposure
- 9.16%
- Foreign currency exposure
- 4.62%
— 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.