קרנות פנסיה
מגדל מקפת משלימה למקבלי קצבה קיימים
Returns, performance and investment exposure
Fund / track number 2208 · Data as of 08/2026
Cumulative return · 12 months4.83%Back to comparison
Last month0.21%
Year to date2.32%
3 years11.85%
5 years6.20%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.18% | 0.18% |
| 10/2024 | -0.01% | 0.17% |
| 11/2024 | 1.56% | 1.73% |
| 12/2024 | 0.63% | 2.37% |
| 01/2025 | -0.04% | 2.33% |
| 02/2025 | 0.80% | 3.15% |
| 03/2025 | -1.17% | 1.94% |
| 04/2025 | 1.06% | 3.03% |
| 05/2025 | -0.54% | 2.47% |
| 06/2025 | 2.60% | 5.13% |
| 07/2025 | 0.13% | 5.27% |
| 08/2025 | 0.68% | 5.99% |
| 09/2025 | 1.04% | 7.09% |
| 10/2025 | 1.05% | 8.21% |
| 11/2025 | 0.20% | 8.43% |
| 12/2025 | 0.14% | 8.58% |
| 01/2026 | 0.24% | 8.84% |
| 02/2026 | -0.46% | 8.34% |
| 03/2026 | -0.65% | 7.64% |
| 04/2026 | 1.12% | 8.84% |
| 05/2026 | 1.55% | 10.53% |
| 06/2026 | 0.35% | 10.92% |
| 07/2026 | -0.04% | 10.87% |
| 08/2026 | 0.21% | 11.10% |
Calendar-year returns
20243.54%
20256.06%
Investment exposure
- Equity exposure
- 2.08%
- Overseas exposure
- 3.94%
- Foreign currency exposure
- 1.07%
— 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.