קרנות פנסיה
אלטשולר שחם פנסיה כללית עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 14305 · Data as of 08/2026
Cumulative return · 12 months3.58%Back to comparison
Last month-0.63%
Year to date2.48%
3 years20.94%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.81% | 1.81% |
| 10/2024 | -0.40% | 1.40% |
| 11/2024 | 1.59% | 3.02% |
| 12/2024 | 0.26% | 3.28% |
| 01/2025 | 0.39% | 3.69% |
| 02/2025 | -2.03% | 1.58% |
| 03/2025 | 2.41% | 4.03% |
| 04/2025 | -0.26% | 3.76% |
| 05/2025 | -0.04% | 3.72% |
| 06/2025 | -0.04% | 3.68% |
| 07/2025 | 0.84% | 4.55% |
| 08/2025 | 0.19% | 4.75% |
| 09/2025 | 2.07% | 6.91% |
| 10/2025 | 0.91% | 7.89% |
| 11/2025 | 0.23% | 8.13% |
| 12/2025 | -2.09% | 5.87% |
| 01/2026 | -1.30% | 4.50% |
| 02/2026 | 1.47% | 6.03% |
| 03/2026 | -2.17% | 3.73% |
| 04/2026 | -0.91% | 2.79% |
| 05/2026 | -0.87% | 1.89% |
| 06/2026 | 6.80% | 8.82% |
| 07/2026 | 0.33% | 9.18% |
| 08/2026 | -0.63% | 8.50% |
Calendar-year returns
202412.70%
20252.51%
Investment exposure
- Equity exposure
- 51.52%
- Overseas exposure
- 100.30%
- Foreign currency exposure
- 100.30%
— 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.