קרנות פנסיה
אלטשולר שחם פנסיה כללית בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12139 · Data as of 08/2026
Cumulative return · 12 months6.80%Back to comparison
Last month1.08%
Year to date3.76%
3 years16.54%
5 years7.38%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.50% | 1.50% |
| 10/2024 | -0.10% | 1.40% |
| 11/2024 | 1.11% | 2.52% |
| 12/2024 | -0.04% | 2.48% |
| 01/2025 | 0.80% | 3.30% |
| 02/2025 | 0.03% | 3.33% |
| 03/2025 | -0.35% | 2.97% |
| 04/2025 | 0.55% | 3.54% |
| 05/2025 | 1.04% | 4.62% |
| 06/2025 | 2.33% | 7.05% |
| 07/2025 | 0.30% | 7.37% |
| 08/2025 | 1.04% | 8.49% |
| 09/2025 | 1.62% | 10.25% |
| 10/2025 | 1.24% | 11.62% |
| 11/2025 | 0.25% | 11.89% |
| 12/2025 | -0.20% | 11.67% |
| 01/2026 | 1.05% | 12.84% |
| 02/2026 | 0.26% | 13.14% |
| 03/2026 | -2.02% | 10.85% |
| 04/2026 | 2.08% | 13.16% |
| 05/2026 | 1.51% | 14.87% |
| 06/2026 | 0.39% | 15.31% |
| 07/2026 | -0.59% | 14.63% |
| 08/2026 | 1.08% | 15.87% |
Calendar-year returns
20243.90%
20258.97%
Investment exposure
- Equity exposure
- 30.03%
- Overseas exposure
- 39.14%
- Foreign currency exposure
- 15.99%
— 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.