קרנות פנסיה
אלטשולר שחם פנסיה מקיפה למקבלי קצבה קיימים
Returns, performance and investment exposure
Fund / track number 2196 · Data as of 08/2026
Cumulative return · 12 months6.98%Back to comparison
Last month1.05%
Year to date4.28%
3 years28.38%
5 years47.22%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.70% | 1.70% |
| 10/2024 | 0.06% | 1.76% |
| 11/2024 | 0.91% | 2.69% |
| 12/2024 | 0.18% | 2.87% |
| 01/2025 | 0.57% | 3.46% |
| 02/2025 | 0.26% | 3.73% |
| 03/2025 | -0.02% | 3.71% |
| 04/2025 | 0.81% | 4.55% |
| 05/2025 | 1.65% | 6.27% |
| 06/2025 | 1.19% | 7.54% |
| 07/2025 | 0.64% | 8.22% |
| 08/2025 | 0.87% | 9.17% |
| 09/2025 | 1.57% | 10.88% |
| 10/2025 | 0.52% | 11.46% |
| 11/2025 | 0.64% | 12.17% |
| 12/2025 | -0.16% | 11.99% |
| 01/2026 | 0.75% | 12.83% |
| 02/2026 | 0.05% | 12.89% |
| 03/2026 | -0.72% | 12.07% |
| 04/2026 | 1.65% | 13.92% |
| 05/2026 | 1.57% | 15.71% |
| 06/2026 | -0.11% | 15.58% |
| 07/2026 | -0.01% | 15.57% |
| 08/2026 | 1.05% | 16.79% |
Calendar-year returns
202410.04%
20258.86%
Investment exposure
- Equity exposure
- 15.49%
- Overseas exposure
- 15.28%
- Foreign currency exposure
- 7.80%
— 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.