קרנות פנסיה
אלטשולר שחם פנסיה מקיפה הלכה למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 15314 · Data as of 08/2026
Cumulative return · 12 months6.90%Back to comparison
Last month0.98%
Year to date4.56%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.48% | 1.48% |
| 10/2024 | 0.22% | 1.70% |
| 11/2024 | 0.72% | 2.44% |
| 12/2024 | -0.20% | 2.23% |
| 01/2025 | 0.10% | 2.33% |
| 02/2025 | 0.37% | 2.71% |
| 03/2025 | -0.73% | 1.96% |
| 04/2025 | 0.78% | 2.76% |
| 05/2025 | 1.62% | 4.42% |
| 06/2025 | 0.85% | 5.31% |
| 07/2025 | 1.04% | 6.40% |
| 08/2025 | 0.50% | 6.94% |
| 09/2025 | 1.23% | 8.25% |
| 10/2025 | 0.37% | 8.65% |
| 11/2025 | 0.65% | 9.36% |
| 12/2025 | -0.03% | 9.33% |
| 01/2026 | 0.82% | 10.22% |
| 02/2026 | 0.10% | 10.33% |
| 03/2026 | -0.87% | 9.37% |
| 04/2026 | 1.72% | 11.25% |
| 05/2026 | 1.69% | 13.13% |
| 06/2026 | 0.06% | 13.20% |
| 07/2026 | 0.00% | 13.20% |
| 08/2026 | 0.98% | 14.31% |
Calendar-year returns
2024—
20256.94%
Investment exposure
- Equity exposure
- 16.78%
- Overseas exposure
- 17.10%
- Foreign currency exposure
- 7.47%
— 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.