קרנות השתלמות
אלטשולר שחם השתלמות כללי
Returns, performance and investment exposure
Fund / track number 1093 · Data as of 08/2026
Cumulative return · 12 months10.98%Back to comparison
Last month1.93%
Year to date6.46%
3 years37.58%
5 years34.13%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.09% | 2.09% |
| 10/2024 | 0.03% | 2.12% |
| 11/2024 | 1.69% | 3.85% |
| 12/2024 | -0.25% | 3.59% |
| 01/2025 | 1.32% | 4.95% |
| 02/2025 | -0.79% | 4.13% |
| 03/2025 | -1.21% | 2.87% |
| 04/2025 | 0.70% | 3.59% |
| 05/2025 | 2.87% | 6.56% |
| 06/2025 | 3.27% | 10.04% |
| 07/2025 | 0.78% | 10.90% |
| 08/2025 | 1.14% | 12.17% |
| 09/2025 | 2.33% | 14.78% |
| 10/2025 | 1.22% | 16.18% |
| 11/2025 | 0.59% | 16.86% |
| 12/2025 | 0.05% | 16.92% |
| 01/2026 | 1.65% | 18.85% |
| 02/2026 | -0.03% | 18.82% |
| 03/2026 | -2.59% | 15.74% |
| 04/2026 | 3.90% | 20.25% |
| 05/2026 | 1.93% | 22.57% |
| 06/2026 | 0.04% | 22.62% |
| 07/2026 | -0.41% | 22.12% |
| 08/2026 | 1.93% | 24.48% |
Calendar-year returns
202412.80%
202512.87%
Investment exposure
- Equity exposure
- 49.74%
- Overseas exposure
- 38.45%
- Foreign currency exposure
- 20.88%
— 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.