Altshuler Shaham has 10 investment provident funds, and they hold 10.6 billion shekels between them.
These are the returns, fees and assets of the Altshuler Shaham investment provident funds in the Authority's report for September 2026. The list starts with the largest by assets, and the buttons above it sort it by any figure.
Each block is a fund, and its size is the money it holds.
- אלטשולר שחם חיסכון פלוס מניות4.2 billion shekels
- אלטשולר שחם חיסכון פלוס כללי3.9 billion shekels
- אלטשולר שחם חיסכון פלוס עוקב מדד S&P 5008.3%
- אלטשולר שחם חיסכון פלוס עוקב מדדי מניות
- אלטשולר שחם חיסכון פלוס אשראי ואג"ח עם מניות (עד 25% במניות) 593 million shekels
- אלטשולר שחם חיסכון פלוס הלכה 129 million shekels
- אלטשולר שחם חיסכון פלוס אשראי ואג"ח 124 million shekels
- אלטשולר שחם חיסכון פלוס משולב סחיר 63.2 million shekels
- אלטשולר שחם חיסכון פלוס כספי (שקלי) 59.8 million shekels
- אלטשולר שחם חיסכון פלוס עוקב מדדים גמיש 46.2 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+6.68%
Average of 10 funds
Lowest fund: אלטשולר שחם חיסכון פלוס אשראי ואג"חHighest fund: אלטשולר שחם חיסכון פלוס עוקב מדדי מניות
3 years, yearly average+9.85%
Average of 6 funds
Lowest fund: אלטשולר שחם חיסכון פלוס כספי (שקלי)Highest fund: אלטשולר שחם חיסכון פלוס מניות
5 years, yearly average+5.44%
Average of 6 funds
Lowest fund: אלטשולר שחם חיסכון פלוס אשראי ואג"חHighest fund: אלטשולר שחם חיסכון פלוס מניות
Fee on savings0.61%
Average of 9 funds
Lowest fund: אלטשולר שחם חיסכון פלוס עוקב מדד S&P 500Highest fund: אלטשולר שחם חיסכון פלוס הלכה
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 10 Altshuler Shaham investment provident funds that reported for September 2026 are listed here.
4.2 billion shekels
Fee 0.59%This year +10.56%5 years +10.23%
- אלטשולר שחם חיסכון פלוס כלליgeneral
3.9 billion shekels
Fee 0.63%This year +6.41%5 years +6.43%
- אלטשולר שחם חיסכון פלוס עוקב מדד S&P 500S&P 500 index
876 million shekels
Fee 0.54%This year +7.35%5 years –
- אלטשולר שחם חיסכון פלוס אשראי ואג"ח עם מניות (עד 25% במניות)credit and bonds
593 million shekels
Fee 0.64%This year +3.47%5 years +4.23%
- אלטשולר שחם חיסכון פלוס עוקב מדדי מניותstock index tracking
504 million shekels
Fee 0.56%This year +18.26%5 years –
- אלטשולר שחם חיסכון פלוס הלכהJewish law
129 million shekels
Fee 0.70%This year +5.48%5 years +5.80%
- אלטשולר שחם חיסכון פלוס אשראי ואג"חcredit and bonds
124 million shekels
Fee 0.62%This year +1.49%5 years +2.42%
- אלטשולר שחם חיסכון פלוס משולב סחירmixed traded assets
63.2 million shekels
Fee –This year +6.04%5 years –
- אלטשולר שחם חיסכון פלוס כספי (שקלי)money market (shekel)
59.8 million shekels
Fee 0.60%This year +2.73%5 years +3.51%
- אלטשולר שחם חיסכון פלוס עוקב מדדים גמישflexible index tracking
46.2 million shekels
Fee 0.59%This year +5.03%5 years –
Altshuler Shaham has funds of these kinds.
These are the questions people ask about these funds.
How many Altshuler Shaham investment provident funds are there?
10 Altshuler Shaham investment provident funds reported for September 2026. Together they hold 10.6 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the Altshuler Shaham investment provident funds?
The average fee on savings is 0.61% a year, over the 9 Altshuler Shaham investment provident funds that report one. Every fund counts once, whatever its size.
Which of the Altshuler Shaham investment provident funds has the highest return over 5 years?
אלטשולר שחם חיסכון פלוס מניות has the highest average yearly return over 5 years, +10.23%, of the 6 Altshuler Shaham investment provident funds with a 5-year figure. The lowest is אלטשולר שחם חיסכון פלוס אשראי ואג"ח, with +2.42%. These returns are before management fees.
Are these returns before or after management fees?
They are before. The Authority states that the returns it reports are before the fund's management fees, so a saver's own return is lower by the fee on savings.
The figures are from the monthly reports of the Capital Market, Insurance and Savings Authority for September 2026, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.