אלטשולר שחם השתלמות עוקב מדדי מניות holds 959 million shekels and charges 0.59% 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 January 2024 would have become, by the end of September 2026
₪16,018+60.2%
The dashed line is the amount put in.
January 2024September 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 13 study funds on the stock index tracking 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 2 of 13 by assets.
Since the start of the year+18.31%
Place 3 of 12 from the highest, and the funds' average is +14.92%.
Fee on savings0.59%
Place 8 of 12 from the lowest, and the funds' average is 0.54%.
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 November 2023.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 100.8%
- Exposure abroad
- 150.3%
- Exposure to foreign currency
- 100.3%
- Liquid assets
- 97.4%
An exposure is the amount the Authority reports divided by the fund's assets, so one figure can be above 100%.
Over the last 12 months the fund received 86.0 million shekels in deposits and paid out 23.5 million shekels in withdrawals.
- Deposits86.0 million shekels
- Withdrawals23.5 million shekels
- Transfers between funds, in less out-564 million shekels
- Net inflow after withdrawals and transfers-501 million shekels
These amounts cover the last twelve months.
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +4.82% | – |
| Since the start of 2026 | +18.31% | – |
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
- stock index tracking
- Managed by
- Altshuler Shaham
- Who may join
- Open to everyone
- In the Authority's reports since
- November 2023
- Started on
- 31 October 2023
- Number in the Authority's reports
- 14863
These funds are close to this one in size.
- מגדל השתלמות מניות סחיר946 million shekels
- מנורה מבטחים השתלמות עוקב מדדי מניות812 million shekels
- מיטב השתלמות עוקב מדדי מניות2.7 billion shekels
- מגדל השתלמות מסלול עוקב מדדי מניות681 million shekels
- איילון קרן השתלמות עוקב מדדי מניות4.6 million shekels
- הראל השתלמות עוקב מדדי מניות511 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 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 עוקב מדדי מניות?
In the Authority's report for September 2026, the fee on the savings is 0.59% a year and the fee on deposits is –.
What were the returns of אלטשולר שחם השתלמות עוקב מדדי מניות?
In September 2026, the return since the start of 2026 was +18.31%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does אלטשולר שחם השתלמות עוקב מדדי מניות hold?
The fund held 959 million shekels at the end of September 2026, in the Authority's report.
Who may join אלטשולר שחם השתלמות עוקב מדדי 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.