קרנות פנסיה
אלטשולר שחם פנסיה מקיפה עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 13819 · Data as of 08/2026
Cumulative return · 12 months14.92%Back to comparison
Last month1.25%
Year to date10.51%
3 years46.25%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.67% | 3.67% |
| 10/2024 | -0.87% | 2.77% |
| 11/2024 | 1.25% | 4.05% |
| 12/2024 | 0.11% | 4.17% |
| 01/2025 | 0.69% | 4.89% |
| 02/2025 | -2.63% | 2.13% |
| 03/2025 | -0.58% | 1.54% |
| 04/2025 | -0.34% | 1.19% |
| 05/2025 | 3.87% | 5.11% |
| 06/2025 | 1.87% | 7.07% |
| 07/2025 | 1.92% | 9.13% |
| 08/2025 | -0.02% | 9.11% |
| 09/2025 | 3.68% | 13.12% |
| 10/2025 | 1.95% | 15.33% |
| 11/2025 | -0.29% | 14.99% |
| 12/2025 | -1.33% | 13.46% |
| 01/2026 | 0.63% | 14.18% |
| 02/2026 | -0.54% | 13.56% |
| 03/2026 | -2.92% | 10.24% |
| 04/2026 | 5.50% | 16.31% |
| 05/2026 | 3.71% | 20.62% |
| 06/2026 | 4.88% | 26.51% |
| 07/2026 | -2.11% | 23.84% |
| 08/2026 | 1.25% | 25.39% |
Calendar-year returns
202418.48%
20258.92%
Investment exposure
- Equity exposure
- 70.80%
- Overseas exposure
- 104.41%
- Foreign currency exposure
- 70.32%
— 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.