קרנות פנסיה
מגדל מקפת אישית משולב סחיר
Returns, performance and investment exposure
Fund / track number 14242 · Data as of 08/2026
Cumulative return · 12 months14.15%Back to comparison
Last month0.85%
Year to date7.65%
3 years43.50%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.90% | 1.90% |
| 10/2024 | -0.11% | 1.79% |
| 11/2024 | 1.99% | 3.81% |
| 12/2024 | 0.06% | 3.88% |
| 01/2025 | 1.22% | 5.14% |
| 02/2025 | 0.17% | 5.32% |
| 03/2025 | -1.53% | 3.71% |
| 04/2025 | 0.69% | 4.43% |
| 05/2025 | 2.85% | 7.40% |
| 06/2025 | 3.26% | 10.90% |
| 07/2025 | 1.16% | 12.19% |
| 08/2025 | 1.05% | 13.37% |
| 09/2025 | 2.61% | 16.33% |
| 10/2025 | 1.38% | 17.93% |
| 11/2025 | 1.06% | 19.18% |
| 12/2025 | 0.86% | 20.21% |
| 01/2026 | 2.39% | 23.08% |
| 02/2026 | 0.99% | 24.30% |
| 03/2026 | -2.90% | 20.69% |
| 04/2026 | 4.78% | 26.46% |
| 05/2026 | 2.54% | 29.68% |
| 06/2026 | -1.04% | 28.33% |
| 07/2026 | -0.01% | 28.31% |
| 08/2026 | 0.85% | 29.40% |
Calendar-year returns
202412.73%
202515.72%
Investment exposure
- Equity exposure
- 58.11%
- Overseas exposure
- 40.09%
- Foreign currency exposure
- 18.58%
— 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.