קופת גמל להשקעה
אלטשולר שחם חיסכון פלוס כללי
Returns, performance and investment exposure
Fund / track number 7798 · Data as of 08/2026
Cumulative return · 12 months11.44%Back to comparison
Last month1.98%
Year to date6.77%
3 years38.88%
5 years34.62%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.06% | 2.06% |
| 10/2024 | 0.00% | 2.06% |
| 11/2024 | 1.67% | 3.76% |
| 12/2024 | -0.23% | 3.53% |
| 01/2025 | 1.26% | 4.83% |
| 02/2025 | -0.83% | 3.96% |
| 03/2025 | -1.09% | 2.83% |
| 04/2025 | 0.74% | 3.59% |
| 05/2025 | 2.92% | 6.61% |
| 06/2025 | 3.32% | 10.15% |
| 07/2025 | 0.80% | 11.03% |
| 08/2025 | 1.18% | 12.34% |
| 09/2025 | 2.40% | 15.04% |
| 10/2025 | 1.31% | 16.55% |
| 11/2025 | 0.55% | 17.19% |
| 12/2025 | 0.06% | 17.26% |
| 01/2026 | 1.78% | 19.35% |
| 02/2026 | -0.10% | 19.23% |
| 03/2026 | -2.68% | 16.03% |
| 04/2026 | 4.05% | 20.73% |
| 05/2026 | 2.03% | 23.18% |
| 06/2026 | 0.02% | 23.21% |
| 07/2026 | -0.36% | 22.76% |
| 08/2026 | 1.98% | 25.19% |
Calendar-year returns
202412.99%
202513.26%
Investment exposure
- Equity exposure
- 49.81%
- Overseas exposure
- 40.13%
- Foreign currency exposure
- 21.18%
— 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.