קופת גמל להשקעה
אלטשולר שחם חיסכון פלוס הלכה
Returns, performance and investment exposure
Fund / track number 12257 · Data as of 08/2026
Cumulative return · 12 months10.59%Back to comparison
Last month2.02%
Year to date6.11%
3 years35.35%
5 years30.83%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.03% | 2.03% |
| 10/2024 | -0.30% | 1.72% |
| 11/2024 | 1.33% | 3.08% |
| 12/2024 | -0.30% | 2.77% |
| 01/2025 | 1.04% | 3.84% |
| 02/2025 | -1.01% | 2.79% |
| 03/2025 | -0.91% | 1.85% |
| 04/2025 | 0.51% | 2.37% |
| 05/2025 | 2.76% | 5.20% |
| 06/2025 | 2.87% | 8.22% |
| 07/2025 | 0.70% | 8.97% |
| 08/2025 | 1.26% | 10.35% |
| 09/2025 | 2.42% | 13.02% |
| 10/2025 | 1.34% | 14.53% |
| 11/2025 | 0.44% | 15.04% |
| 12/2025 | -0.03% | 15.00% |
| 01/2026 | 1.86% | 17.14% |
| 02/2026 | -0.17% | 16.94% |
| 03/2026 | -3.32% | 13.06% |
| 04/2026 | 4.54% | 18.19% |
| 05/2026 | 2.14% | 20.72% |
| 06/2026 | -0.27% | 20.39% |
| 07/2026 | -0.65% | 19.61% |
| 08/2026 | 2.02% | 22.03% |
Calendar-year returns
202411.61%
202511.90%
Investment exposure
- Equity exposure
- 52.65%
- Overseas exposure
- 43.97%
- Foreign currency exposure
- 20.05%
— 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.