קרנות פנסיה
אלטשולר שחם פנסיה מקיפה עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 14303 · Data as of 08/2026
Cumulative return · 12 months9.76%Back to comparison
Last month0.35%
Year to date6.74%
3 years31.28%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.08% | 2.08% |
| 10/2024 | -0.28% | 1.79% |
| 11/2024 | 1.40% | 3.22% |
| 12/2024 | 0.25% | 3.48% |
| 01/2025 | 0.20% | 3.68% |
| 02/2025 | -1.76% | 1.86% |
| 03/2025 | 1.01% | 2.89% |
| 04/2025 | -0.44% | 2.44% |
| 05/2025 | 1.60% | 4.07% |
| 06/2025 | 0.78% | 4.89% |
| 07/2025 | 1.42% | 6.38% |
| 08/2025 | 0.20% | 6.59% |
| 09/2025 | 2.74% | 9.51% |
| 10/2025 | 1.00% | 10.60% |
| 11/2025 | 0.20% | 10.83% |
| 12/2025 | -1.10% | 9.61% |
| 01/2026 | -0.11% | 9.49% |
| 02/2026 | 0.80% | 10.36% |
| 03/2026 | -2.12% | 8.02% |
| 04/2026 | 1.66% | 9.82% |
| 05/2026 | 1.31% | 11.25% |
| 06/2026 | 5.02% | 16.84% |
| 07/2026 | -0.22% | 16.58% |
| 08/2026 | 0.35% | 16.99% |
Calendar-year returns
202413.07%
20255.92%
Investment exposure
- Equity exposure
- 51.17%
- Overseas exposure
- 72.48%
- Foreign currency exposure
- 72.48%
— 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.