קרנות פנסיה
אלטשולר שחם פנסיה מקיפה מסלול לבני 50-60
Returns, performance and investment exposure
Fund / track number 9758 · Data as of 08/2026
Cumulative return · 12 months11.56%Back to comparison
Last month1.92%
Year to date6.91%
3 years42.57%
5 years47.28%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.45% | 2.45% |
| 10/2024 | -0.11% | 2.34% |
| 11/2024 | 1.63% | 4.01% |
| 12/2024 | -0.26% | 3.74% |
| 01/2025 | 1.46% | 5.25% |
| 02/2025 | -0.88% | 4.32% |
| 03/2025 | -1.14% | 3.13% |
| 04/2025 | 0.70% | 3.86% |
| 05/2025 | 3.51% | 7.50% |
| 06/2025 | 3.20% | 10.94% |
| 07/2025 | 0.99% | 12.04% |
| 08/2025 | 1.11% | 13.28% |
| 09/2025 | 2.62% | 16.25% |
| 10/2025 | 1.03% | 17.45% |
| 11/2025 | 0.68% | 18.25% |
| 12/2025 | -0.03% | 18.21% |
| 01/2026 | 1.67% | 20.19% |
| 02/2026 | -0.21% | 19.93% |
| 03/2026 | -2.62% | 16.79% |
| 04/2026 | 4.36% | 21.88% |
| 05/2026 | 2.07% | 24.41% |
| 06/2026 | -0.15% | 24.22% |
| 07/2026 | -0.18% | 24.00% |
| 08/2026 | 1.92% | 26.38% |
Calendar-year returns
202414.30%
202513.96%
Investment exposure
- Equity exposure
- 51.43%
- Overseas exposure
- 40.29%
- Foreign currency exposure
- 19.62%
— 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.