אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון בינוני holds 2.3 billion shekels and charges 0.02% a year on the savings.
These are its returns, fees, assets and risk in the Authority's report for September 2026, and how it compares with the funds on its track.
₪10,000 put in at the start of October 2021 would have become, by the end of September 2026
₪13,711+37.1%
The dashed line is the amount put in.
February 2017September 2026
This follows the fund's own monthly returns, which are before its management fees, so it shows the fund's growth and not what a saver's balance would be.
Among the 9 savings funds for a child on the medium risk track, this is where the fund stands.
Each dot is a fund on the track, the large dot is this one, and it stands at place 1 of 9 by assets.
Since the start of the year+5.79%
Place 8 of 8 from the highest, and the funds' average is +6.79%.
3 years, yearly average+11.86%
Place 7 of 8 from the highest, and the funds' average is +12.85%.
5 years, yearly average+6.52%
Place 8 of 8 from the highest, and the funds' average is +7.62%.
Fee on savings0.02%
Place 4 of 8 from the lowest, and the funds' average is 0.02%.
This chart sets each year's return against the average of the funds on the same track.
Only years the fund reported in full are shown, and each year's return is its twelve monthly returns compounded.
The fund's assets have changed like this since December 2016.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 52.5%
- Exposure abroad
- 43.1%
- Exposure to foreign currency
- 20.0%
- Liquid assets
- 91.1%
Over the last 12 months the fund received 179 million shekels in deposits and paid out 103 million shekels in withdrawals.
- Deposits179 million shekels
- Withdrawals103 million shekels
- Transfers between funds, in less out-94.0 million shekels
- Net inflow after withdrawals and transfers-17.6 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +6.52% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | -0.60% | – |
| Since the start of 2026 | +5.79% | – |
| 3 years | +39.95% | +11.86% |
| 5 years | +37.11% | +6.52% |
The Authority states that these returns are before the fund's management fees, on the explanation pages of gemelnet.cma.gov.il. Past returns say nothing about future ones.
These are the fund's details in the Authority's reports.
- Kind of fund
- savings fund for a child
- Track
- medium risk
- Managed by
- Altshuler Shaham
- Fee on deposits
- 0.00%
- Who may join
- Open to everyone
- In the Authority's reports since
- December 2016
- Started on
- 28 November 2016
- Number in the Authority's reports
- 11326
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 6.79%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.71The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- -0.84The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- אנליסט מסלולית - קופת גמל להשקעה לחיסכון ארוך טווח לילד - מסלול לחוסכים המעדיפים סיכון מוגבר1.7 billion shekels
- הראל חיסכון לילד - חוסכים המעדיפים סיכון בינוני567 million shekels
- כלל חיסכון לכל ילד חוסכים המעדיפים סיכון בינוני0.3 million shekels
- מיטב קופת גמל להשקעה לחיסכון ארוך טווח לילד אחר חיסכון לכל ילד - חוסכים המעדיפים סיכון בינוני308 million shekels
- אינפיניטי חיסכון לילד - חוסכים המעדיפים סיכון בינוני26.2 million shekels
- אנליסט מסלולית - קופת גמל להשקעה לחיסכון ארוך טווח לילד - מסלול לחוסכים המעדיפים סיכון בינוני227 million shekels
Altshuler Shaham has more savings funds for a child.
These are the questions people ask about this fund.
What are the management fees of אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון בינוני?
In the Authority's report for September 2026, the fee on the savings is 0.02% a year and the fee on deposits is 0.00%.
What were the returns of אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון בינוני?
In September 2026, the return since the start of 2026 was +5.79%, and the average yearly return over 5 years was +6.52%. These returns are before management fees.
How much money does אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון בינוני hold?
The fund held 2.3 billion shekels at the end of September 2026, in the Authority's report.
Who may join אלטשולר שחם חיסכון לילד לחוסכים המעדיפים סיכון בינוני?
Open to everyone
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.