קופת גמל להשקעה
אלטשולר שחם חיסכון פלוס מניות
Returns, performance and investment exposure
Fund / track number 7799 · Data as of 08/2026
Cumulative return · 12 months18.25%Back to comparison
Last month3.40%
Year to date10.52%
3 years65.62%
5 years56.86%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.55% | 3.55% |
| 10/2024 | -0.28% | 3.26% |
| 11/2024 | 2.50% | 5.84% |
| 12/2024 | -0.51% | 5.30% |
| 01/2025 | 2.64% | 8.08% |
| 02/2025 | -2.65% | 5.22% |
| 03/2025 | -3.01% | 2.05% |
| 04/2025 | 0.88% | 2.95% |
| 05/2025 | 6.49% | 9.63% |
| 06/2025 | 5.54% | 15.70% |
| 07/2025 | 1.63% | 17.59% |
| 08/2025 | 1.16% | 18.95% |
| 09/2025 | 4.12% | 23.85% |
| 10/2025 | 1.62% | 25.86% |
| 11/2025 | 0.98% | 27.09% |
| 12/2025 | 0.14% | 27.27% |
| 01/2026 | 2.99% | 31.08% |
| 02/2026 | -0.61% | 30.28% |
| 03/2026 | -5.27% | 23.41% |
| 04/2026 | 8.19% | 33.52% |
| 05/2026 | 2.85% | 37.33% |
| 06/2026 | -0.68% | 36.39% |
| 07/2026 | -0.26% | 36.04% |
| 08/2026 | 3.40% | 40.66% |
Calendar-year returns
202421.56%
202520.86%
Investment exposure
- Equity exposure
- 97.14%
- Overseas exposure
- 61.13%
- Foreign currency exposure
- 30.59%
— 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.