קרנות פנסיה
אלטשולר שחם פנסיה מקיפה מסלול לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9759 · Data as of 08/2026
Cumulative return · 12 months7.78%Back to comparison
Last month1.17%
Year to date4.81%
3 years28.46%
5 years35.38%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.61% | 1.61% |
| 10/2024 | 0.13% | 1.74% |
| 11/2024 | 1.21% | 2.97% |
| 12/2024 | -0.01% | 2.96% |
| 01/2025 | 0.67% | 3.65% |
| 02/2025 | 0.08% | 3.74% |
| 03/2025 | 0.00% | 3.74% |
| 04/2025 | 0.45% | 4.20% |
| 05/2025 | 1.44% | 5.70% |
| 06/2025 | 1.87% | 7.68% |
| 07/2025 | 0.52% | 8.24% |
| 08/2025 | 0.93% | 9.25% |
| 09/2025 | 1.70% | 11.10% |
| 10/2025 | 0.80% | 11.99% |
| 11/2025 | 0.54% | 12.60% |
| 12/2025 | -0.23% | 12.34% |
| 01/2026 | 0.94% | 13.39% |
| 02/2026 | 0.17% | 13.59% |
| 03/2026 | -1.57% | 11.80% |
| 04/2026 | 2.31% | 14.39% |
| 05/2026 | 1.53% | 16.14% |
| 06/2026 | 0.42% | 16.62% |
| 07/2026 | -0.21% | 16.38% |
| 08/2026 | 1.17% | 17.74% |
Calendar-year returns
20249.93%
20259.11%
Investment exposure
- Equity exposure
- 30.39%
- Overseas exposure
- 36.00%
- Foreign currency exposure
- 16.97%
— 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.