קופת גמל להשקעה - חסכון לילד

אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון מועט

Returns, performance and investment exposure

Fund / track number 11325 · Data as of 08/2026

Cumulative return · 12 months7.27%Back to comparison
Last month1.13%
Year to date4.27%
3 years25.24%
5 years24.17%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.40%1.40%
10/20240.02%1.42%
11/20241.19%2.63%
12/2024-0.14%2.48%
01/20250.75%3.25%
02/20250.09%3.35%
03/2025-0.24%3.10%
04/20250.55%3.66%
05/20251.03%4.73%
06/20252.18%7.02%
07/20250.36%7.40%
08/20251.04%8.52%
09/20251.54%10.19%
10/20251.16%11.47%
11/20250.33%11.83%
12/2025-0.18%11.63%
01/20261.01%12.76%
02/20260.25%13.04%
03/2026-1.87%10.93%
04/20262.26%13.44%
05/20261.48%15.11%
06/20260.47%15.66%
07/2026-0.48%15.10%
08/20261.13%16.40%

Calendar-year returns

20248.47%
20258.93%

Investment exposure

Equity exposure
30.26%
Overseas exposure
38.60%
Foreign currency exposure
17.22%

— 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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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.