קרנות פנסיה
מגדל מקפת משלימה כללי
Returns, performance and investment exposure
Fund / track number 2145 · Data as of 08/2026
Cumulative return · 12 months13.17%Back to comparison
Last month0.82%
Year to date6.95%
3 years41.26%
5 years43.46%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.47% | 1.47% |
| 10/2024 | 0.38% | 1.86% |
| 11/2024 | 2.24% | 4.14% |
| 12/2024 | 0.79% | 4.96% |
| 01/2025 | 1.17% | 6.19% |
| 02/2025 | 0.34% | 6.55% |
| 03/2025 | -1.28% | 5.19% |
| 04/2025 | 0.94% | 6.17% |
| 05/2025 | 2.12% | 8.42% |
| 06/2025 | 3.44% | 12.15% |
| 07/2025 | 0.87% | 13.13% |
| 08/2025 | 0.87% | 14.11% |
| 09/2025 | 2.10% | 16.51% |
| 10/2025 | 1.42% | 18.17% |
| 11/2025 | 1.13% | 19.50% |
| 12/2025 | 1.04% | 20.74% |
| 01/2026 | 2.21% | 23.41% |
| 02/2026 | 0.81% | 24.41% |
| 03/2026 | -2.30% | 21.55% |
| 04/2026 | 3.97% | 26.38% |
| 05/2026 | 2.06% | 28.98% |
| 06/2026 | -0.66% | 28.13% |
| 07/2026 | -0.03% | 28.09% |
| 08/2026 | 0.82% | 29.14% |
Calendar-year returns
202413.14%
202515.04%
Investment exposure
- Equity exposure
- 49.79%
- Overseas exposure
- 42.64%
- Foreign currency exposure
- 18.96%
— 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.