קופת גמל להשקעה
אלטשולר שחם חיסכון פלוס עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 14864 · Data as of 08/2026
Cumulative return · 12 months18.24%Back to comparison
Last month1.47%
Year to date12.86%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.73% | 4.73% |
| 10/2024 | -1.33% | 3.34% |
| 11/2024 | 1.49% | 4.88% |
| 12/2024 | 0.06% | 4.94% |
| 01/2025 | 1.00% | 5.99% |
| 02/2025 | -4.21% | 1.53% |
| 03/2025 | -1.16% | 0.35% |
| 04/2025 | -1.20% | -0.85% |
| 05/2025 | 4.88% | 3.98% |
| 06/2025 | 2.29% | 6.36% |
| 07/2025 | 2.63% | 9.16% |
| 08/2025 | -0.35% | 8.78% |
| 09/2025 | 4.71% | 13.90% |
| 10/2025 | 2.70% | 16.98% |
| 11/2025 | -0.79% | 16.05% |
| 12/2025 | -1.80% | 13.97% |
| 01/2026 | 0.75% | 14.82% |
| 02/2026 | -0.80% | 13.90% |
| 03/2026 | -4.28% | 9.03% |
| 04/2026 | 7.43% | 17.13% |
| 05/2026 | 4.58% | 22.49% |
| 06/2026 | 6.78% | 30.80% |
| 07/2026 | -3.09% | 26.76% |
| 08/2026 | 1.47% | 28.62% |
Calendar-year returns
202424.74%
20258.60%
Investment exposure
- Equity exposure
- 99.14%
- Overseas exposure
- 146.20%
- Foreign currency exposure
- 98.46%
— 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.
Free initial review
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.