קרנות פנסיה
מגדל מקפת משלימה הלכה למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 8604 · Data as of 08/2026
Cumulative return · 12 months7.96%Back to comparison
Last month0.50%
Year to date3.87%
3 years24.84%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.90% | 0.90% |
| 10/2024 | 0.29% | 1.19% |
| 11/2024 | 1.52% | 2.73% |
| 12/2024 | 0.72% | 3.47% |
| 01/2025 | 0.72% | 4.22% |
| 02/2025 | 0.58% | 4.82% |
| 03/2025 | -1.17% | 3.59% |
| 04/2025 | 0.96% | 4.59% |
| 05/2025 | 0.98% | 5.61% |
| 06/2025 | 2.38% | 8.13% |
| 07/2025 | 0.72% | 8.91% |
| 08/2025 | 0.72% | 9.69% |
| 09/2025 | 1.41% | 11.24% |
| 10/2025 | 1.17% | 12.54% |
| 11/2025 | 0.64% | 13.26% |
| 12/2025 | 0.66% | 14.00% |
| 01/2026 | 1.25% | 15.43% |
| 02/2026 | 0.23% | 15.70% |
| 03/2026 | -2.05% | 13.32% |
| 04/2026 | 2.55% | 16.21% |
| 05/2026 | 1.49% | 17.95% |
| 06/2026 | -0.29% | 17.60% |
| 07/2026 | 0.19% | 17.83% |
| 08/2026 | 0.50% | 18.42% |
Calendar-year returns
20247.73%
202510.18%
Investment exposure
- Equity exposure
- 27.50%
- Overseas exposure
- 22.77%
- Foreign currency exposure
- 13.48%
— 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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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.