קרנות השתלמות
אלטשולר שחם השתלמות משולב סחיר
Returns, performance and investment exposure
Fund / track number 15458 · Data as of 08/2026
Cumulative return · 12 months9.86%Back to comparison
Last month1.49%
Year to date2.20%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 12 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2025 | 1.97% | 1.97% |
| 10/2025 | 1.22% | 3.21% |
| 11/2025 | 2.21% | 5.50% |
| 12/2025 | 1.90% | 7.50% |
| 01/2026 | 3.86% | 11.65% |
| 02/2026 | 0.83% | 12.58% |
| 03/2026 | -4.92% | 7.04% |
| 04/2026 | 6.80% | 14.32% |
| 05/2026 | 0.11% | 14.44% |
| 06/2026 | -8.11% | 5.16% |
| 07/2026 | 2.94% | 8.25% |
| 08/2026 | 1.49% | 9.86% |
Calendar-year returns
2024—
202525.92%
Investment exposure
- Equity exposure
- 99.30%
- Overseas exposure
- 1.58%
- Foreign currency exposure
- 0.21%
— 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.