קרנות פנסיה

אלטשולר שחם פנסיה מקיפה עוקב מדדים למקבלי קצבה

Returns, performance and investment exposure

Fund / track number 15840 · Data as of 08/2026

Cumulative return · 12 months—Back to comparison
Last month1.29%
Year to date—
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 12 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/2025——
10/2025——
11/2025——
12/2025——
01/2026——
02/2026——
03/2026——
04/2026——
05/20260.00%—
06/20263.69%—
07/2026-0.84%—
08/20261.29%—

Calendar-year returns

2024—
2025—

Investment exposure

Equity exposure
12.24%
Overseas exposure
18.04%
Foreign currency exposure
12.16%

— 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.