קרנות פנסיה

אלטשולר שחם פנסיה כללית הלכה למקבלי קצבה

Returns, performance and investment exposure

Fund / track number 15313 · Data as of 08/2026

Cumulative return · 12 months7.49%Back to comparison
Last month1.21%
Year to date4.06%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 12 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20251.58%1.58%
10/20251.49%3.09%
11/20250.35%3.45%
12/2025-0.16%3.29%
01/20261.18%4.51%
02/20260.22%4.74%
03/2026-2.22%2.41%
04/20262.51%4.98%
05/20261.61%6.67%
06/20260.22%6.91%
07/2026-0.66%6.20%
08/20261.21%7.49%

Calendar-year returns

2024—
20259.66%

Investment exposure

Equity exposure
31.82%
Overseas exposure
39.39%
Foreign currency exposure
15.15%

— 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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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.