קרנות פנסיה
אלטשולר שחם פנסיה כללית הלכה
Returns, performance and investment exposure
Fund / track number 13212 · Data as of 08/2026
Cumulative return · 12 months10.28%Back to comparison
Last month2.01%
Year to date5.86%
3 years35.81%
5 years35.88%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.96% | 1.96% |
| 10/2024 | -0.21% | 1.75% |
| 11/2024 | 1.18% | 2.95% |
| 12/2024 | 0.27% | 3.22% |
| 01/2025 | 1.15% | 4.41% |
| 02/2025 | -0.83% | 3.54% |
| 03/2025 | -1.92% | 1.56% |
| 04/2025 | 0.90% | 2.47% |
| 05/2025 | 3.05% | 5.60% |
| 06/2025 | 2.32% | 8.05% |
| 07/2025 | 1.34% | 9.49% |
| 08/2025 | 0.80% | 10.37% |
| 09/2025 | 2.42% | 13.04% |
| 10/2025 | 1.45% | 14.68% |
| 11/2025 | 0.38% | 15.12% |
| 12/2025 | -0.12% | 14.98% |
| 01/2026 | 1.77% | 17.01% |
| 02/2026 | -0.19% | 16.79% |
| 03/2026 | -3.52% | 12.68% |
| 04/2026 | 4.63% | 17.90% |
| 05/2026 | 2.12% | 20.40% |
| 06/2026 | -0.22% | 20.13% |
| 07/2026 | -0.68% | 19.31% |
| 08/2026 | 2.01% | 21.71% |
Calendar-year returns
202412.74%
202511.39%
Investment exposure
- Equity exposure
- 54.17%
- Overseas exposure
- 46.18%
- Foreign currency exposure
- 20.49%
— 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.