קרנות פנסיה
אלטשולר שחם פנסיה כללית מסלול לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 9761 · Data as of 08/2026
Cumulative return · 12 months12.41%Back to comparison
Last month2.12%
Year to date6.96%
3 years44.25%
5 years37.79%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.56% | 2.56% |
| 10/2024 | -0.32% | 2.23% |
| 11/2024 | 1.82% | 4.09% |
| 12/2024 | -0.25% | 3.83% |
| 01/2025 | 1.70% | 5.60% |
| 02/2025 | -1.21% | 4.32% |
| 03/2025 | -1.73% | 2.51% |
| 04/2025 | 0.75% | 3.28% |
| 05/2025 | 3.89% | 7.30% |
| 06/2025 | 4.08% | 11.68% |
| 07/2025 | 1.00% | 12.80% |
| 08/2025 | 1.25% | 14.21% |
| 09/2025 | 2.96% | 17.59% |
| 10/2025 | 1.46% | 19.30% |
| 11/2025 | 0.57% | 19.98% |
| 12/2025 | 0.03% | 20.02% |
| 01/2026 | 2.01% | 22.43% |
| 02/2026 | -0.24% | 22.14% |
| 03/2026 | -3.52% | 17.84% |
| 04/2026 | 5.13% | 23.88% |
| 05/2026 | 2.18% | 26.58% |
| 06/2026 | -0.17% | 26.37% |
| 07/2026 | -0.52% | 25.71% |
| 08/2026 | 2.12% | 28.38% |
Calendar-year returns
202414.43%
202515.59%
Investment exposure
- Equity exposure
- 60.56%
- Overseas exposure
- 47.96%
- Foreign currency exposure
- 21.95%
— 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.