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מגדל מקפת משלימה עוקב מדדים למקבלי קצבה

Returns, performance and investment exposure

Fund / track number 15785 · Data as of 08/2026

Cumulative return · 12 months—Back to comparison
Last month1.06%
Year to date—
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 12 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/2025——
10/2025——
11/2025——
12/2025——
01/2026——
02/2026——
03/2026-2.56%—
04/202612.42%—
05/20262.53%—
06/2026-3.32%—
07/20260.55%—
08/20261.06%—

Calendar-year returns

2024—
2025—

Investment exposure

Equity exposure
61.29%
Overseas exposure
35.78%
Foreign currency exposure
18.48%

— 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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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.