קרנות פנסיה
אלטשולר שחם פנסיה כללית מניות
Returns, performance and investment exposure
Fund / track number 13211 · Data as of 08/2026
Cumulative return · 12 months17.70%Back to comparison
Last month3.37%
Year to date10.06%
3 years65.76%
5 years54.15%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.61% | 3.61% |
| 10/2024 | -0.48% | 3.11% |
| 11/2024 | 2.52% | 5.71% |
| 12/2024 | -0.38% | 5.31% |
| 01/2025 | 2.73% | 8.18% |
| 02/2025 | -2.69% | 5.27% |
| 03/2025 | -2.96% | 2.16% |
| 04/2025 | 0.85% | 3.03% |
| 05/2025 | 6.37% | 9.59% |
| 06/2025 | 5.64% | 15.77% |
| 07/2025 | 1.60% | 17.62% |
| 08/2025 | 1.12% | 18.94% |
| 09/2025 | 4.14% | 23.86% |
| 10/2025 | 1.63% | 25.88% |
| 11/2025 | 0.87% | 26.98% |
| 12/2025 | 0.17% | 27.19% |
| 01/2026 | 3.07% | 31.10% |
| 02/2026 | -0.81% | 30.04% |
| 03/2026 | -5.54% | 22.83% |
| 04/2026 | 8.43% | 33.19% |
| 05/2026 | 2.88% | 37.02% |
| 06/2026 | -0.82% | 35.90% |
| 07/2026 | -0.35% | 35.42% |
| 08/2026 | 3.37% | 39.99% |
Calendar-year returns
202421.92%
202520.78%
Investment exposure
- Equity exposure
- 98.16%
- Overseas exposure
- 61.12%
- Foreign currency exposure
- 29.63%
— 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.
Free initial review
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.