קרנות השתלמות
אלטשולר שחם השתלמות עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 15028 · Data as of 08/2026
Cumulative return · 12 months11.03%Back to comparison
Last month1.84%
Year to date5.23%
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 | 1.86% | 1.86% |
| 10/2024 | -0.36% | 1.49% |
| 11/2024 | 1.63% | 3.15% |
| 12/2024 | 0.24% | 3.40% |
| 01/2025 | 1.11% | 4.54% |
| 02/2025 | -1.04% | 3.46% |
| 03/2025 | -1.19% | 2.22% |
| 04/2025 | 0.87% | 3.11% |
| 05/2025 | 3.34% | 6.56% |
| 06/2025 | 2.94% | 9.69% |
| 07/2025 | 0.91% | 10.69% |
| 08/2025 | 0.95% | 11.74% |
| 09/2025 | 2.74% | 14.80% |
| 10/2025 | 2.25% | 17.39% |
| 11/2025 | 0.25% | 17.68% |
| 12/2025 | 0.18% | 17.89% |
| 01/2026 | 1.63% | 19.81% |
| 02/2026 | 0.45% | 20.35% |
| 03/2026 | -3.12% | 16.60% |
| 04/2026 | 4.12% | 21.40% |
| 05/2026 | 1.92% | 23.73% |
| 06/2026 | -1.06% | 22.42% |
| 07/2026 | -0.49% | 21.82% |
| 08/2026 | 1.84% | 24.06% |
Calendar-year returns
2024—
202514.02%
Investment exposure
- Equity exposure
- 50.94%
- Overseas exposure
- 14.30%
- Foreign currency exposure
- 14.30%
— 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.