קרנות השתלמות
אלטשולר שחם השתלמות כללי ב'
Returns, performance and investment exposure
Fund / track number 1290 · Data as of 08/2026
Cumulative return · 12 months12.36%Back to comparison
Last month2.14%
Year to date7.30%
3 years42.28%
5 years36.81%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.56% | 2.56% |
| 10/2024 | -0.24% | 2.31% |
| 11/2024 | 1.79% | 4.15% |
| 12/2024 | -0.23% | 3.91% |
| 01/2025 | 1.68% | 5.65% |
| 02/2025 | -1.22% | 4.36% |
| 03/2025 | -1.95% | 2.33% |
| 04/2025 | 0.87% | 3.22% |
| 05/2025 | 3.70% | 7.04% |
| 06/2025 | 3.93% | 11.24% |
| 07/2025 | 0.98% | 12.33% |
| 08/2025 | 1.06% | 13.52% |
| 09/2025 | 2.77% | 16.67% |
| 10/2025 | 1.36% | 18.26% |
| 11/2025 | 0.34% | 18.66% |
| 12/2025 | 0.18% | 18.87% |
| 01/2026 | 2.04% | 21.30% |
| 02/2026 | -0.22% | 21.03% |
| 03/2026 | -3.34% | 16.99% |
| 04/2026 | 5.12% | 22.98% |
| 05/2026 | 2.11% | 25.57% |
| 06/2026 | -0.16% | 25.37% |
| 07/2026 | -0.39% | 24.88% |
| 08/2026 | 2.14% | 27.55% |
Calendar-year returns
202414.19%
202514.40%
Investment exposure
- Equity exposure
- 62.76%
- Overseas exposure
- 44.19%
- Foreign currency exposure
- 22.32%
— 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.