קרנות פנסיה
אלטשולר שחם פנסיה כללית למקבלי קצבה קיימים
Returns, performance and investment exposure
Fund / track number 8580 · Data as of 08/2026
Cumulative return · 12 months6.57%Back to comparison
Last month1.13%
Year to date3.94%
3 years14.72%
5 years6.26%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.38% | 0.38% |
| 10/2024 | 0.17% | 0.55% |
| 11/2024 | 1.87% | 2.43% |
| 12/2024 | 0.61% | 3.06% |
| 01/2025 | 0.26% | 3.32% |
| 02/2025 | 0.23% | 3.56% |
| 03/2025 | -1.89% | 1.60% |
| 04/2025 | 0.92% | 2.54% |
| 05/2025 | -0.02% | 2.52% |
| 06/2025 | 3.51% | 6.12% |
| 07/2025 | 0.68% | 6.84% |
| 08/2025 | 0.54% | 7.42% |
| 09/2025 | 1.21% | 8.71% |
| 10/2025 | 1.33% | 10.16% |
| 11/2025 | 0.20% | 10.38% |
| 12/2025 | -0.22% | 10.14% |
| 01/2026 | 1.01% | 11.25% |
| 02/2026 | 0.17% | 11.44% |
| 03/2026 | -2.10% | 9.10% |
| 04/2026 | 2.38% | 11.70% |
| 05/2026 | 1.59% | 13.47% |
| 06/2026 | 0.41% | 13.94% |
| 07/2026 | -0.65% | 13.20% |
| 08/2026 | 1.13% | 14.48% |
Calendar-year returns
20244.34%
20256.87%
Investment exposure
- Equity exposure
- 36.00%
- Overseas exposure
- 48.00%
- Foreign currency exposure
- 20.00%
— 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.