קרנות פנסיה
מגדל מקפת משלימה לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 9453 · Data as of 08/2026
Cumulative return · 12 months14.59%Back to comparison
Last month0.95%
Year to date7.74%
3 years46.19%
5 years47.98%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.66% | 1.66% |
| 10/2024 | 0.30% | 1.97% |
| 11/2024 | 2.35% | 4.36% |
| 12/2024 | 0.73% | 5.12% |
| 01/2025 | 1.40% | 6.59% |
| 02/2025 | 0.19% | 6.80% |
| 03/2025 | -1.73% | 4.95% |
| 04/2025 | 1.08% | 6.08% |
| 05/2025 | 2.65% | 8.89% |
| 06/2025 | 3.88% | 13.12% |
| 07/2025 | 1.00% | 14.25% |
| 08/2025 | 1.02% | 15.42% |
| 09/2025 | 2.29% | 18.06% |
| 10/2025 | 1.65% | 20.01% |
| 11/2025 | 1.11% | 21.34% |
| 12/2025 | 1.16% | 22.75% |
| 01/2026 | 2.65% | 26.00% |
| 02/2026 | 0.92% | 27.16% |
| 03/2026 | -2.96% | 23.39% |
| 04/2026 | 4.90% | 29.44% |
| 05/2026 | 2.50% | 32.68% |
| 06/2026 | -1.19% | 31.10% |
| 07/2026 | -0.07% | 31.01% |
| 08/2026 | 0.95% | 32.25% |
Calendar-year returns
202414.12%
202516.76%
Investment exposure
- Equity exposure
- 60.11%
- Overseas exposure
- 48.90%
- Foreign currency exposure
- 19.71%
— 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.