קרנות פנסיה
אלטשולר שחם פנסיה מקיפה בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12138 · Data as of 08/2026
Cumulative return · 12 months7.42%Back to comparison
Last month0.99%
Year to date4.69%
3 years28.22%
5 years45.79%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.66% | 1.66% |
| 10/2024 | 0.05% | 1.71% |
| 11/2024 | 1.07% | 2.80% |
| 12/2024 | 0.27% | 3.08% |
| 01/2025 | 0.52% | 3.61% |
| 02/2025 | 0.20% | 3.82% |
| 03/2025 | -0.03% | 3.79% |
| 04/2025 | 0.65% | 4.46% |
| 05/2025 | 1.68% | 6.22% |
| 06/2025 | 1.29% | 7.59% |
| 07/2025 | 0.62% | 8.26% |
| 08/2025 | 0.86% | 9.19% |
| 09/2025 | 1.50% | 10.82% |
| 10/2025 | 0.47% | 11.35% |
| 11/2025 | 0.68% | 12.10% |
| 12/2025 | -0.06% | 12.04% |
| 01/2026 | 0.77% | 12.90% |
| 02/2026 | 0.07% | 12.98% |
| 03/2026 | -0.67% | 12.22% |
| 04/2026 | 1.72% | 14.15% |
| 05/2026 | 1.67% | 16.06% |
| 06/2026 | 0.05% | 16.11% |
| 07/2026 | 0.02% | 16.14% |
| 08/2026 | 0.99% | 17.29% |
Calendar-year returns
202410.16%
20258.69%
Investment exposure
- Equity exposure
- 17.30%
- Overseas exposure
- 16.44%
- Foreign currency exposure
- 6.94%
— 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.