אלטשולר שחם חיסכון פלוס עוקב מדד S&P 500 holds 876 million shekels and charges 0.54% 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
₪13,762+37.6%
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 15 investment provident funds on the S&P 500 index 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 7 of 15 by assets.
Since the start of the year+7.35%
Place 14 of 14 from the highest, and the funds' average is +7.87%.
Fee on savings0.54%
Place 5 of 14 from the lowest, and the funds' average is 0.55%.
All the investment provident funds on the S&P 500 index track
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
- 99.8%
- Exposure abroad
- 183.8%
- Exposure to foreign currency
- 100.2%
- Liquid assets
- 98.2%
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 183 million shekels in deposits and paid out 110 million shekels in withdrawals.
- Deposits183 million shekels
- Withdrawals110 million shekels
- Transfers between funds, in less out-272 million shekels
- Net inflow after withdrawals and transfers-198 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 | +2.03% | – |
| Since the start of 2026 | +7.35% | – |
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
- investment provident fund
- Track
- S&P 500 index
- Managed by
- Altshuler Shaham
- Fee on deposits
- 0.00%
- 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
- 14865
These funds are close to this one in size.
- כלל גמל לעתיד עוקב מדד S&P 500847 million shekels
- מגדל גמל להשקעה עוקב מדד S&P 500984 million shekels
- מנורה מבטחים גמל להשקעה עוקב מדד S&P 500674 million shekels
- אנליסט מסלולית - קופת גמל להשקעה עוקב מדד S&P 5001.1 billion shekels
- ילין לפידות קופת גמל להשקעה מסלול עוקב מדד S&P 500120 million shekels
- מור גמל להשקעה - עוקב מדד S&P 5001.2 billion shekels
Altshuler Shaham has more investment provident funds.
- אלטשולר שחם חיסכון פלוס מניות4.2 billion shekels
- אלטשולר שחם חיסכון פלוס כללי3.9 billion shekels
- אלטשולר שחם חיסכון פלוס אשראי ואג"ח עם מניות (עד 25% במניות)593 million shekels
- אלטשולר שחם חיסכון פלוס עוקב מדדי מניות504 million shekels
- אלטשולר שחם חיסכון פלוס הלכה129 million shekels
- אלטשולר שחם חיסכון פלוס אשראי ואג"ח124 million shekels
These are the questions people ask about this fund.
What are the management fees of אלטשולר שחם חיסכון פלוס עוקב מדד S&P 500?
In the Authority's report for September 2026, the fee on the savings is 0.54% a year and the fee on deposits is 0.00%.
What were the returns of אלטשולר שחם חיסכון פלוס עוקב מדד S&P 500?
In September 2026, the return since the start of 2026 was +7.35%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does אלטשולר שחם חיסכון פלוס עוקב מדד S&P 500 hold?
The fund held 876 million shekels at the end of September 2026, in the Authority's report.
Who may join אלטשולר שחם חיסכון פלוס עוקב מדד S&P 500?
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.