אלטשולר שחם השתלמות מניות holds 5.7 billion shekels and charges 0.68% 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
₪16,314+63.1%
The dashed line is the amount put in.
June 2012September 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 24 study funds on the stocks 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 8 of 24 by assets.
Since the start of the year+10.94%
Place 17 of 23 from the highest, and the funds' average is +11.49%.
3 years, yearly average+19.32%
Place 21 of 22 from the highest, and the funds' average is +21.32%.
5 years, yearly average+10.28%
Place 21 of 21 from the highest, and the funds' average is +12.76%.
Fee on savings0.68%
Place 21 of 22 from the lowest, and the funds' average is 0.48%.
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 October 2008.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 92.6%
- Exposure abroad
- 54.9%
- Exposure to foreign currency
- 30.6%
- Liquid assets
- 87.1%
Over the last 12 months the fund received 417 million shekels in deposits and paid out 213 million shekels in withdrawals.
- Deposits417 million shekels
- Withdrawals213 million shekels
- Transfers between funds, in less out-2.2 billion shekels
- Net inflow after withdrawals and transfers-2.0 billion shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +10.28% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +0.46% | – |
| Since the start of 2026 | +10.94% | – |
| 3 years | +69.86% | +19.32% |
| 5 years | +63.14% | +10.28% |
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
- stocks
- Managed by
- Altshuler Shaham
- Who may join
- Open to everyone
- In the Authority's reports since
- October 2008
- Started on
- 22 October 2008
- Number in the Authority's reports
- 1377
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 12.00%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.86The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- -1.56The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- קרן החיסכון לצבא הקבע כללי5.1 billion shekels
- מגדל השתלמות מסלול מניות4.9 billion shekels
- הראל השתלמות מסלול מניות5.8 billion shekels
- מנורה מבטחים השתלמות מסלול מניות3.3 billion shekels
- כלל השתלמות מניות5.9 billion shekels
- קרן החיסכון לצבא הקבע מניות1.9 billion shekels
Altshuler Shaham has more study funds.
- אלטשולר שחם השתלמות כללי25.8 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
- אלטשולר שחם השתלמות אשראי ואג"ח494 million shekels
These are the questions people ask about this fund.
What are the management fees of אלטשולר שחם השתלמות מניות?
In the Authority's report for September 2026, the fee on the savings is 0.68% a year and the fee on deposits is –.
What were the returns of אלטשולר שחם השתלמות מניות?
In September 2026, the return since the start of 2026 was +10.94%, and the average yearly return over 5 years was +10.28%. These returns are before management fees.
How much money does אלטשולר שחם השתלמות מניות hold?
The fund held 5.7 billion shekels at the end of September 2026, in the Authority's report.
Who may join אלטשולר שחם השתלמות מניות?
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.