קרנות פנסיה
מגדל מקפת אישית קצבה לזכאים קיימים
Returns, performance and investment exposure
Fund / track number 8602 · Data as of 08/2026
Cumulative return · 12 months6.10%Back to comparison
Last month0.57%
Year to date3.90%
3 years21.26%
5 years35.86%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.93% | 0.93% |
| 10/2024 | 0.34% | 1.27% |
| 11/2024 | 1.29% | 2.58% |
| 12/2024 | 0.20% | 2.78% |
| 01/2025 | 0.10% | 2.89% |
| 02/2025 | 0.94% | 3.85% |
| 03/2025 | -0.20% | 3.65% |
| 04/2025 | 1.02% | 4.70% |
| 05/2025 | 0.86% | 5.60% |
| 06/2025 | 1.10% | 6.77% |
| 07/2025 | 0.49% | 7.29% |
| 08/2025 | 0.74% | 8.08% |
| 09/2025 | 1.19% | 9.37% |
| 10/2025 | 0.32% | 9.72% |
| 11/2025 | 0.73% | 10.52% |
| 12/2025 | -0.14% | 10.37% |
| 01/2026 | 0.34% | 10.74% |
| 02/2026 | -0.06% | 10.67% |
| 03/2026 | 0.10% | 10.79% |
| 04/2026 | 0.90% | 11.78% |
| 05/2026 | 1.71% | 13.69% |
| 06/2026 | 0.06% | 13.76% |
| 07/2026 | 0.23% | 14.02% |
| 08/2026 | 0.57% | 14.67% |
Calendar-year returns
20247.47%
20257.38%
Investment exposure
- Equity exposure
- 1.86%
- Overseas exposure
- 1.00%
- Foreign currency exposure
- 0.78%
— 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.