קרנות פנסיה
אלטשולר שחם פנסיה כללית משולב סחיר
Returns, performance and investment exposure
Fund / track number 14304 · Data as of 08/2026
Cumulative return · 12 months10.68%Back to comparison
Last month1.90%
Year to date6.06%
3 years36.29%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.27% | 2.27% |
| 10/2024 | -0.30% | 1.96% |
| 11/2024 | 1.58% | 3.57% |
| 12/2024 | -0.16% | 3.41% |
| 01/2025 | 1.54% | 5.00% |
| 02/2025 | -0.42% | 4.56% |
| 03/2025 | -1.53% | 2.96% |
| 04/2025 | 0.52% | 3.50% |
| 05/2025 | 2.85% | 6.45% |
| 06/2025 | 3.48% | 10.15% |
| 07/2025 | 0.79% | 11.02% |
| 08/2025 | 1.16% | 12.31% |
| 09/2025 | 2.59% | 15.22% |
| 10/2025 | 1.23% | 16.63% |
| 11/2025 | 0.48% | 17.19% |
| 12/2025 | 0.01% | 17.21% |
| 01/2026 | 1.83% | 19.35% |
| 02/2026 | -0.14% | 19.18% |
| 03/2026 | -3.33% | 15.21% |
| 04/2026 | 4.62% | 20.54% |
| 05/2026 | 2.05% | 23.01% |
| 06/2026 | -0.25% | 22.70% |
| 07/2026 | -0.58% | 21.99% |
| 08/2026 | 1.90% | 24.31% |
Calendar-year returns
202410.35%
202513.34%
Investment exposure
- Equity exposure
- 54.32%
- Overseas exposure
- 48.15%
- Foreign currency exposure
- 20.99%
— 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.