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Returns, performance and investment exposure
Fund / track number 2004 · Data as of 08/2026
Cumulative return · 12 months13.63%Back to comparison
Last month0.68%
Year to date7.30%
3 years42.43%
5 years51.94%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.78% | 1.78% |
| 10/2024 | 0.33% | 2.12% |
| 11/2024 | 1.86% | 4.02% |
| 12/2024 | 0.23% | 4.25% |
| 01/2025 | 1.14% | 5.44% |
| 02/2025 | 0.38% | 5.84% |
| 03/2025 | -1.36% | 4.40% |
| 04/2025 | 0.85% | 5.29% |
| 05/2025 | 2.82% | 8.26% |
| 06/2025 | 3.01% | 11.52% |
| 07/2025 | 1.34% | 13.01% |
| 08/2025 | 0.76% | 13.87% |
| 09/2025 | 2.27% | 16.46% |
| 10/2025 | 1.08% | 17.72% |
| 11/2025 | 1.35% | 19.30% |
| 12/2025 | 1.08% | 20.59% |
| 01/2026 | 2.55% | 23.67% |
| 02/2026 | 0.79% | 24.65% |
| 03/2026 | -2.12% | 22.00% |
| 04/2026 | 3.98% | 26.86% |
| 05/2026 | 1.89% | 29.26% |
| 06/2026 | -1.13% | 27.80% |
| 07/2026 | 0.57% | 28.52% |
| 08/2026 | 0.68% | 29.40% |
Calendar-year returns
202412.69%
202515.67%
Investment exposure
- Equity exposure
- 48.18%
- Overseas exposure
- 31.83%
- Foreign currency exposure
- 19.77%
— 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.