קרנות פנסיה
אלטשולר שחם פנסיה מקיפה מסלול לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 9757 · Data as of 08/2026
Cumulative return · 12 months13.11%Back to comparison
Last month2.17%
Year to date7.83%
3 years47.06%
5 years50.56%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.69% | 2.69% |
| 10/2024 | -0.11% | 2.58% |
| 11/2024 | 1.81% | 4.43% |
| 12/2024 | -0.35% | 4.07% |
| 01/2025 | 1.55% | 5.68% |
| 02/2025 | -1.17% | 4.44% |
| 03/2025 | -1.45% | 2.93% |
| 04/2025 | 0.84% | 3.79% |
| 05/2025 | 4.18% | 8.13% |
| 06/2025 | 3.63% | 12.06% |
| 07/2025 | 1.09% | 13.28% |
| 08/2025 | 1.12% | 14.55% |
| 09/2025 | 2.95% | 17.93% |
| 10/2025 | 1.00% | 19.11% |
| 11/2025 | 0.79% | 20.05% |
| 12/2025 | 0.09% | 20.16% |
| 01/2026 | 1.88% | 22.42% |
| 02/2026 | -0.24% | 22.12% |
| 03/2026 | -2.56% | 19.00% |
| 04/2026 | 4.67% | 24.55% |
| 05/2026 | 2.19% | 27.28% |
| 06/2026 | -0.22% | 27.00% |
| 07/2026 | -0.15% | 26.81% |
| 08/2026 | 2.17% | 29.56% |
Calendar-year returns
202415.70%
202515.46%
Investment exposure
- Equity exposure
- 54.88%
- Overseas exposure
- 38.71%
- Foreign currency exposure
- 20.05%
— 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.