קופת גמל להשקעה - חסכון לילד

אלטשולר שחם חיסכון לילד הלכה

Returns, performance and investment exposure

Fund / track number 11328 · Data as of 08/2026

Cumulative return · 12 months10.22%Back to comparison
Last month1.94%
Year to date5.88%
3 years35.11%
5 years31.58%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.09%2.09%
10/2024-0.29%1.79%
11/20241.45%3.27%
12/2024-0.35%2.91%
01/20251.09%4.03%
02/2025-1.08%2.91%
03/2025-1.13%1.74%
04/20250.50%2.25%
05/20252.97%5.29%
06/20252.94%8.39%
07/20250.72%9.17%
08/20251.25%10.53%
09/20252.41%13.19%
10/20251.30%14.67%
11/20250.45%15.18%
12/2025-0.10%15.07%
01/20261.79%17.13%
02/2026-0.15%16.95%
03/2026-3.33%13.06%
04/20264.44%18.08%
05/20262.04%20.48%
06/2026-0.19%20.26%
07/2026-0.62%19.51%
08/20261.94%21.83%

Calendar-year returns

202411.66%
202511.81%

Investment exposure

Equity exposure
52.83%
Overseas exposure
45.89%
Foreign currency exposure
21.33%

— 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.