קופת גמל להשקעה
אלטשולר שחם חיסכון פלוס משולב סחיר
Returns, performance and investment exposure
Fund / track number 15541 · Data as of 08/2026
Cumulative return · 12 months15.17%Back to comparison
Last month1.11%
Year to date7.17%
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 | 1.92% | 1.92% |
| 10/2025 | 1.28% | 3.22% |
| 11/2025 | 2.16% | 5.45% |
| 12/2025 | 1.91% | 7.47% |
| 01/2026 | 3.69% | 11.43% |
| 02/2026 | 0.92% | 12.46% |
| 03/2026 | -1.78% | 10.46% |
| 04/2026 | 4.32% | 15.23% |
| 05/2026 | 1.21% | 16.62% |
| 06/2026 | -4.00% | 11.96% |
| 07/2026 | 1.74% | 13.91% |
| 08/2026 | 1.11% | 15.17% |
Calendar-year returns
2024—
2025—
Investment exposure
- Equity exposure
- 52.80%
- Overseas exposure
- 1.23%
- Foreign currency exposure
- 0.18%
— 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.