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Returns, performance and investment exposure
Fund / track number 9654 · Data as of 08/2026
Cumulative return · 12 months17.16%Back to comparison
Last month1.10%
Year to date9.50%
3 years51.39%
5 years62.67%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.82% | 1.82% |
| 10/2024 | 0.41% | 2.24% |
| 11/2024 | 2.28% | 4.57% |
| 12/2024 | 0.30% | 4.88% |
| 01/2025 | 1.40% | 6.35% |
| 02/2025 | 0.37% | 6.74% |
| 03/2025 | -1.58% | 5.06% |
| 04/2025 | 0.90% | 6.00% |
| 05/2025 | 3.29% | 9.49% |
| 06/2025 | 3.70% | 13.54% |
| 07/2025 | 1.14% | 14.84% |
| 08/2025 | 1.04% | 16.03% |
| 09/2025 | 2.51% | 18.94% |
| 10/2025 | 1.35% | 20.55% |
| 11/2025 | 1.69% | 22.59% |
| 12/2025 | 1.28% | 24.15% |
| 01/2026 | 2.89% | 27.74% |
| 02/2026 | 1.28% | 29.38% |
| 03/2026 | -2.30% | 26.40% |
| 04/2026 | 4.74% | 32.39% |
| 05/2026 | 2.59% | 35.82% |
| 06/2026 | -0.95% | 34.53% |
| 07/2026 | -0.05% | 34.47% |
| 08/2026 | 1.10% | 35.94% |
Calendar-year returns
202414.61%
202518.38%
Investment exposure
- Equity exposure
- 56.68%
- Overseas exposure
- 51.94%
- Foreign currency exposure
- 20.02%
— 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.