קרנות פנסיה
אלטשולר שחם פנסיה מקיפה מניות
Returns, performance and investment exposure
Fund / track number 12419 · Data as of 08/2026
Cumulative return · 12 months15.28%Back to comparison
Last month2.71%
Year to date9.08%
3 years54.71%
5 years54.81%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.04% | 3.04% |
| 10/2024 | -0.16% | 2.88% |
| 11/2024 | 1.95% | 4.88% |
| 12/2024 | -0.28% | 4.59% |
| 01/2025 | 1.96% | 6.64% |
| 02/2025 | -1.62% | 4.91% |
| 03/2025 | -1.98% | 2.83% |
| 04/2025 | 0.97% | 3.83% |
| 05/2025 | 5.04% | 9.06% |
| 06/2025 | 4.16% | 13.60% |
| 07/2025 | 1.34% | 15.12% |
| 08/2025 | 1.03% | 16.31% |
| 09/2025 | 3.36% | 20.22% |
| 10/2025 | 1.13% | 21.57% |
| 11/2025 | 0.97% | 22.75% |
| 12/2025 | 0.14% | 22.93% |
| 01/2026 | 2.33% | 25.79% |
| 02/2026 | -0.44% | 25.24% |
| 03/2026 | -3.55% | 20.79% |
| 04/2026 | 6.14% | 28.21% |
| 05/2026 | 2.53% | 31.45% |
| 06/2026 | -0.58% | 30.69% |
| 07/2026 | -0.11% | 30.54% |
| 08/2026 | 2.71% | 34.08% |
Calendar-year returns
202418.37%
202517.53%
Investment exposure
- Equity exposure
- 66.95%
- Overseas exposure
- 39.80%
- Foreign currency exposure
- 19.07%
— 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.