קופת גמל להשקעה
אלטשולר שחם חיסכון פלוס עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 15315 · Data as of 08/2026
Cumulative return · 12 months10.76%Back to comparison
Last month1.84%
Year to date5.19%
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 | 1.74% | 1.74% |
| 10/2024 | -0.36% | 1.37% |
| 11/2024 | 1.65% | 3.05% |
| 12/2024 | 0.23% | 3.28% |
| 01/2025 | 1.14% | 4.46% |
| 02/2025 | -1.07% | 3.34% |
| 03/2025 | -1.13% | 2.18% |
| 04/2025 | 0.71% | 2.90% |
| 05/2025 | 3.21% | 6.20% |
| 06/2025 | 2.90% | 9.28% |
| 07/2025 | 0.96% | 10.33% |
| 08/2025 | 0.96% | 11.39% |
| 09/2025 | 2.70% | 14.40% |
| 10/2025 | 2.15% | 16.86% |
| 11/2025 | 0.19% | 17.08% |
| 12/2025 | 0.18% | 17.29% |
| 01/2026 | 1.63% | 19.20% |
| 02/2026 | 0.42% | 19.70% |
| 03/2026 | -3.09% | 16.01% |
| 04/2026 | 4.16% | 20.83% |
| 05/2026 | 1.91% | 23.14% |
| 06/2026 | -1.10% | 21.78% |
| 07/2026 | -0.52% | 21.15% |
| 08/2026 | 1.84% | 23.38% |
Calendar-year returns
2024—
202513.56%
Investment exposure
- Equity exposure
- 50.30%
- Overseas exposure
- 14.12%
- Foreign currency exposure
- 14.12%
— 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.