קרנות פנסיה
אלטשולר שחם פנסיה כללית מסלול לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9763 · Data as of 08/2026
Cumulative return · 12 months7.71%Back to comparison
Last month1.22%
Year to date4.56%
3 years26.26%
5 years23.45%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.43% | 1.43% |
| 10/2024 | -0.06% | 1.37% |
| 11/2024 | 1.21% | 2.60% |
| 12/2024 | -0.03% | 2.56% |
| 01/2025 | 0.81% | 3.40% |
| 02/2025 | 0.04% | 3.44% |
| 03/2025 | -0.29% | 3.14% |
| 04/2025 | 0.49% | 3.64% |
| 05/2025 | 1.08% | 4.76% |
| 06/2025 | 2.37% | 7.24% |
| 07/2025 | 0.33% | 7.60% |
| 08/2025 | 1.12% | 8.80% |
| 09/2025 | 1.60% | 10.54% |
| 10/2025 | 1.17% | 11.84% |
| 11/2025 | 0.36% | 12.24% |
| 12/2025 | -0.15% | 12.07% |
| 01/2026 | 1.10% | 13.31% |
| 02/2026 | 0.19% | 13.52% |
| 03/2026 | -1.93% | 11.33% |
| 04/2026 | 2.38% | 13.98% |
| 05/2026 | 1.74% | 15.96% |
| 06/2026 | 0.28% | 16.29% |
| 07/2026 | -0.44% | 15.78% |
| 08/2026 | 1.22% | 17.19% |
Calendar-year returns
20248.64%
20259.27%
Investment exposure
- Equity exposure
- 30.09%
- Overseas exposure
- 31.97%
- Foreign currency exposure
- 14.14%
— 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.