קרנות פנסיה
אלטשולר שחם פנסיה מקיפה הלכה
Returns, performance and investment exposure
Fund / track number 9760 · Data as of 08/2026
Cumulative return · 12 months10.93%Back to comparison
Last month2.01%
Year to date6.55%
3 years39.90%
5 years44.71%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.33% | 2.33% |
| 10/2024 | -0.19% | 2.14% |
| 11/2024 | 1.59% | 3.76% |
| 12/2024 | -0.34% | 3.41% |
| 01/2025 | 1.08% | 4.52% |
| 02/2025 | -0.90% | 3.58% |
| 03/2025 | -0.82% | 2.73% |
| 04/2025 | 0.64% | 3.39% |
| 05/2025 | 3.13% | 6.63% |
| 06/2025 | 2.75% | 9.56% |
| 07/2025 | 0.89% | 10.53% |
| 08/2025 | 1.19% | 11.85% |
| 09/2025 | 2.51% | 14.66% |
| 10/2025 | 1.02% | 15.83% |
| 11/2025 | 0.61% | 16.53% |
| 12/2025 | -0.08% | 16.44% |
| 01/2026 | 1.67% | 18.38% |
| 02/2026 | -0.25% | 18.09% |
| 03/2026 | -2.83% | 14.75% |
| 04/2026 | 4.40% | 19.80% |
| 05/2026 | 2.13% | 22.35% |
| 06/2026 | -0.29% | 21.99% |
| 07/2026 | -0.30% | 21.63% |
| 08/2026 | 2.01% | 24.07% |
Calendar-year returns
202413.47%
202512.60%
Investment exposure
- Equity exposure
- 50.53%
- Overseas exposure
- 38.52%
- Foreign currency exposure
- 18.95%
— 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.