קופת גמל להשקעה - חסכון לילד

אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון מוגבר

Returns, performance and investment exposure

Fund / track number 11327 · Data as of 08/2026

Cumulative return · 12 months17.66%Back to comparison
Last month3.32%
Year to date10.14%
3 years64.32%
5 years56.14%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.60%3.60%
10/2024-0.35%3.24%
11/20242.45%5.77%
12/2024-0.51%5.23%
01/20252.71%8.08%
02/2025-2.65%5.21%
03/2025-3.02%2.04%
04/20250.86%2.91%
05/20256.40%9.50%
06/20255.55%15.58%
07/20251.59%17.42%
08/20251.13%18.74%
09/20254.10%23.61%
10/20251.66%25.66%
11/20250.82%26.69%
12/20250.12%26.85%
01/20263.05%30.72%
02/2026-0.77%29.71%
03/2026-5.49%22.59%
04/20268.43%32.92%
05/20262.86%36.72%
06/2026-0.78%35.66%
07/2026-0.32%35.22%
08/20263.32%39.71%

Calendar-year returns

202421.25%
202520.54%

Investment exposure

Equity exposure
97.41%
Overseas exposure
61.30%
Foreign currency exposure
29.98%

— 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.