אלטשולר שחם השתלמות הלכה holds 270 million shekels and charges 0.74% 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
₪13,441+34.4%
The dashed line is the amount put in.
August 2018September 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 19 study funds on the Jewish law 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 9 of 19 by assets.
Since the start of the year+5.53%
Place 16 of 17 from the highest, and the funds' average is +6.50%.
3 years, yearly average+11.19%
Place 14 of 15 from the highest, and the funds' average is +11.62%.
5 years, yearly average+6.09%
Place 14 of 14 from the highest, and the funds' average is +6.77%.
Fee on savings0.74%
Place 17 of 17 from the lowest, and the funds' average is 0.42%.
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 March 2018.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 53.3%
- Exposure abroad
- 44.5%
- Exposure to foreign currency
- 20.1%
- Liquid assets
- 93.4%
Over the last 12 months the fund received 31.3 million shekels in deposits and paid out 13.9 million shekels in withdrawals.
- Deposits31.3 million shekels
- Withdrawals13.9 million shekels
- Transfers between funds, in less out-79.3 million shekels
- Net inflow after withdrawals and transfers-62.0 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +6.09% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | -0.52% | – |
| Since the start of 2026 | +5.53% | – |
| 3 years | +37.47% | +11.19% |
| 5 years | +34.41% | +6.09% |
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
- study fund
- Track
- Jewish law
- Managed by
- Altshuler Shaham
- Who may join
- Open to everyone
- In the Authority's reports since
- March 2018
- Started on
- 27 February 2018
- Number in the Authority's reports
- 12256
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 6.70%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.65The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- -1.20The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- מגדל השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)269 million shekels
- מנורה מבטחים השתלמות הלכה149 million shekels
- כלל השתלמות הלכה375 million shekels
- רום קרן השתלמות לעובדי הרשויות המקומיות מסלול רום הלכה55.0 million shekels
- עגור קרן השתלמות למורים בבתיה"ס העי"ס במכללות ובסמינרים בבתי הספר היסודיים ולגננות מסלול הלכה380 million shekels
- אינפיניטי השתלמות הלכה49.5 million shekels
Altshuler Shaham has more study funds.
- אלטשולר שחם השתלמות כללי25.8 billion shekels
- אלטשולר שחם השתלמות מניות5.7 billion shekels
- אלטשולר שחם השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)3.4 billion shekels
- אלטשולר שחם השתלמות עוקב S&P 5001.0 billion shekels
- אלטשולר שחם השתלמות עוקב מדדי מניות959 million shekels
- אלטשולר שחם השתלמות כללי ב'552 million shekels
These are the questions people ask about this fund.
What are the management fees of אלטשולר שחם השתלמות הלכה?
In the Authority's report for September 2026, the fee on the savings is 0.74% a year and the fee on deposits is –.
What were the returns of אלטשולר שחם השתלמות הלכה?
In September 2026, the return since the start of 2026 was +5.53%, and the average yearly return over 5 years was +6.09%. These returns are before management fees.
How much money does אלטשולר שחם השתלמות הלכה hold?
The fund held 270 million shekels at the end of September 2026, in the Authority's report.
Who may join אלטשולר שחם השתלמות הלכה?
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.