קרנות פנסיה
אלטשולר שחם פנסיה מקיפה משולב סחיר
Returns, performance and investment exposure
Fund / track number 14302 · Data as of 08/2026
Cumulative return · 12 months11.31%Back to comparison
Last month1.96%
Year to date6.59%
3 years40.29%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.43% | 2.43% |
| 10/2024 | -0.16% | 2.27% |
| 11/2024 | 1.60% | 3.90% |
| 12/2024 | 0.00% | 3.90% |
| 01/2025 | 1.49% | 5.45% |
| 02/2025 | -0.90% | 4.50% |
| 03/2025 | -1.23% | 3.22% |
| 04/2025 | 0.80% | 4.04% |
| 05/2025 | 3.51% | 7.69% |
| 06/2025 | 3.25% | 11.19% |
| 07/2025 | 0.87% | 12.16% |
| 08/2025 | 1.11% | 13.41% |
| 09/2025 | 2.73% | 16.50% |
| 10/2025 | 0.96% | 17.62% |
| 11/2025 | 0.63% | 18.36% |
| 12/2025 | 0.05% | 18.42% |
| 01/2026 | 1.74% | 20.48% |
| 02/2026 | -0.25% | 20.18% |
| 03/2026 | -2.89% | 16.71% |
| 04/2026 | 4.41% | 21.85% |
| 05/2026 | 2.09% | 24.40% |
| 06/2026 | -0.24% | 24.10% |
| 07/2026 | -0.24% | 23.80% |
| 08/2026 | 1.96% | 26.23% |
Calendar-year returns
202412.46%
202513.97%
Investment exposure
- Equity exposure
- 50.82%
- Overseas exposure
- 39.08%
- Foreign currency exposure
- 18.40%
— 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.