קרנות פנסיה
מגדל מקפת משלימה לבני 50 עד 60
Returns, performance and investment exposure
Fund / track number 9454 · Data as of 08/2026
Cumulative return · 12 months12.81%Back to comparison
Last month0.83%
Year to date6.80%
3 years40.40%
5 years41.41%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.54% | 1.54% |
| 10/2024 | 0.28% | 1.82% |
| 11/2024 | 2.05% | 3.91% |
| 12/2024 | 0.76% | 4.70% |
| 01/2025 | 1.16% | 5.92% |
| 02/2025 | 0.35% | 6.29% |
| 03/2025 | -1.37% | 4.83% |
| 04/2025 | 1.06% | 5.94% |
| 05/2025 | 2.12% | 8.19% |
| 06/2025 | 3.48% | 11.95% |
| 07/2025 | 0.86% | 12.92% |
| 08/2025 | 0.95% | 13.99% |
| 09/2025 | 2.02% | 16.29% |
| 10/2025 | 1.46% | 17.99% |
| 11/2025 | 1.04% | 19.22% |
| 12/2025 | 1.00% | 20.41% |
| 01/2026 | 2.18% | 23.03% |
| 02/2026 | 0.80% | 24.02% |
| 03/2026 | -2.51% | 20.90% |
| 04/2026 | 4.00% | 25.74% |
| 05/2026 | 2.15% | 28.44% |
| 06/2026 | -0.70% | 27.54% |
| 07/2026 | -0.01% | 27.53% |
| 08/2026 | 0.83% | 28.59% |
Calendar-year returns
202412.55%
202515.00%
Investment exposure
- Equity exposure
- 49.38%
- Overseas exposure
- 42.74%
- Foreign currency exposure
- 18.92%
— 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.