קרנות פנסיה
מגדל מקפת משלימה לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9455 · Data as of 08/2026
Cumulative return · 12 months9.60%Back to comparison
Last month0.67%
Year to date5.27%
3 years30.11%
5 years29.11%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.12% | 1.12% |
| 10/2024 | 0.24% | 1.36% |
| 11/2024 | 1.64% | 3.03% |
| 12/2024 | 0.74% | 3.79% |
| 01/2025 | 0.73% | 4.55% |
| 02/2025 | 0.58% | 5.15% |
| 03/2025 | -0.83% | 4.28% |
| 04/2025 | 1.02% | 5.34% |
| 05/2025 | 1.09% | 6.49% |
| 06/2025 | 2.62% | 9.28% |
| 07/2025 | 0.52% | 9.85% |
| 08/2025 | 0.86% | 10.79% |
| 09/2025 | 1.44% | 12.39% |
| 10/2025 | 1.18% | 13.72% |
| 11/2025 | 0.76% | 14.58% |
| 12/2025 | 0.67% | 15.35% |
| 01/2026 | 1.47% | 17.04% |
| 02/2026 | 0.52% | 17.65% |
| 03/2026 | -1.81% | 15.52% |
| 04/2026 | 2.75% | 18.70% |
| 05/2026 | 1.79% | 20.82% |
| 06/2026 | -0.14% | 20.65% |
| 07/2026 | -0.03% | 20.62% |
| 08/2026 | 0.67% | 21.43% |
Calendar-year returns
20249.55%
202511.14%
Investment exposure
- Equity exposure
- 30.88%
- Overseas exposure
- 31.74%
- Foreign currency exposure
- 13.75%
— 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.