קרנות פנסיה
מגדל מקפת אישית לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 8803 · Data as of 08/2026
Cumulative return · 12 months9.79%Back to comparison
Last month0.66%
Year to date5.52%
3 years31.42%
5 years39.37%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.34% | 1.34% |
| 10/2024 | 0.20% | 1.54% |
| 11/2024 | 1.52% | 3.09% |
| 12/2024 | 0.48% | 3.58% |
| 01/2025 | 0.69% | 4.30% |
| 02/2025 | 0.59% | 4.91% |
| 03/2025 | -0.55% | 4.33% |
| 04/2025 | 0.92% | 5.29% |
| 05/2025 | 1.48% | 6.85% |
| 06/2025 | 2.07% | 9.06% |
| 07/2025 | 0.69% | 9.82% |
| 08/2025 | 0.84% | 10.74% |
| 09/2025 | 1.56% | 12.47% |
| 10/2025 | 0.91% | 13.49% |
| 11/2025 | 0.94% | 14.56% |
| 12/2025 | 0.58% | 15.22% |
| 01/2026 | 1.43% | 16.87% |
| 02/2026 | 0.59% | 17.56% |
| 03/2026 | -1.52% | 15.77% |
| 04/2026 | 2.65% | 18.84% |
| 05/2026 | 1.79% | 20.97% |
| 06/2026 | -0.28% | 20.63% |
| 07/2026 | 0.13% | 20.78% |
| 08/2026 | 0.66% | 21.58% |
Calendar-year returns
202410.20%
202511.24%
Investment exposure
- Equity exposure
- 30.74%
- Overseas exposure
- 30.24%
- Foreign currency exposure
- 14.38%
— 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.