קופת גמל להשקעה
אלטשולר שחם חיסכון פלוס אשראי ואג"ח עם מניות (עד 25% במניות)
Returns, performance and investment exposure
Fund / track number 7800 · Data as of 08/2026
Cumulative return · 12 months7.23%Back to comparison
Last month0.98%
Year to date4.21%
3 years23.85%
5 years23.32%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.26% | 1.26% |
| 10/2024 | -0.02% | 1.24% |
| 11/2024 | 1.27% | 2.53% |
| 12/2024 | -0.10% | 2.42% |
| 01/2025 | 0.76% | 3.20% |
| 02/2025 | 0.11% | 3.31% |
| 03/2025 | -0.11% | 3.20% |
| 04/2025 | 0.57% | 3.79% |
| 05/2025 | 1.02% | 4.85% |
| 06/2025 | 2.13% | 7.08% |
| 07/2025 | 0.35% | 7.46% |
| 08/2025 | 0.96% | 8.49% |
| 09/2025 | 1.46% | 10.07% |
| 10/2025 | 1.08% | 11.26% |
| 11/2025 | 0.42% | 11.73% |
| 12/2025 | -0.09% | 11.63% |
| 01/2026 | 0.91% | 12.64% |
| 02/2026 | 0.23% | 12.90% |
| 03/2026 | -1.56% | 11.14% |
| 04/2026 | 1.91% | 13.26% |
| 05/2026 | 1.44% | 14.89% |
| 06/2026 | 0.56% | 15.54% |
| 07/2026 | -0.29% | 15.20% |
| 08/2026 | 0.98% | 16.33% |
Calendar-year returns
20247.34%
20258.99%
Investment exposure
- Equity exposure
- 21.10%
- Overseas exposure
- 30.77%
- Foreign currency exposure
- 16.29%
— 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.