אלטשולר שחם פנסיה מקיפה עוקב מדד S&P 500 holds 2.1 billion shekels and charges 0.15% 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 November 2023 would have become, by the end of September 2026
₪13,469+34.7%
The dashed line is the amount put in.
November 2023September 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 18 pension 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 10 of 18 by assets.
Since the start of the year+6.93%
Place 18 of 18 from the highest, and the funds' average is +7.60%.
Fee on savings0.15%
Place 7 of 18 from the lowest, and the funds' average is 0.16%.
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
- 71.3%
- Exposure abroad
- 131.4%
- Exposure to foreign currency
- 71.6%
- Liquid assets
- 95.9%
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 262 million shekels in deposits and paid out 20.5 million shekels in withdrawals.
- Deposits262 million shekels
- Withdrawals20.5 million shekels
- Transfers between funds, in less out-480 million shekels
- Net inflow after withdrawals and transfers-238 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 | +1.77% | – |
| Since the start of 2026 | +6.93% | – |
The Authority states that these returns are before the fund's management fees, on the explanation pages of pensyanet.cma.gov.il. Past returns say nothing about future ones.
These are the fund's details in the Authority's reports.
- Kind of fund
- pension fund
- Track
- S&P 500 index
- Managed by
- Altshuler Shaham
- Fee on deposits
- 1.24%
- Class in the Authority's reports
- New pension fund
- In the Authority's reports since
- November 2023
- Started on
- 11 September 2023
- Number in the Authority's reports
- 14850
These funds are close to this one in size.
- הראל פנסיה כללית - גילאי 50 ומטה2.0 billion shekels
- מנורה מבטחים משלימה עוקב מדד S&P 5001.6 billion shekels
- מגדל מקפת משלימה עוקב מדד S&P 5002.4 billion shekels
- כלל פנסיה משלימה עוקב מדד S&P 5001.1 billion shekels
- הפניקס פנסיה משלימה עוקב מדד S&P 5002.5 billion shekels
- מיטב פנסיה כללית עוקב מדד S&P 500805 million shekels
Altshuler Shaham has more pension funds.
- אלטשולר שחם פנסיה כללית עוקב מדד S&P 500125 million shekels
- אלטשולר שחם פנסיה מקיפה מסלול לבני 50 ומטה17.4 billion shekels
- אלטשולר שחם פנסיה מקיפה מסלול לבני 50-605.0 billion shekels
- אלטשולר שחם פנסיה מקיפה מניות4.0 billion shekels
- אלטשולר שחם פנסיה מקיפה בסיסי למקבלי קצבה3.5 billion shekels
- אלטשולר שחם פנסיה מקיפה מסלול לבני 60 ומעלה2.5 billion shekels
These are the questions people ask about this fund.
What are the management fees of אלטשולר שחם פנסיה מקיפה עוקב מדד S&P 500?
In the Authority's report for September 2026, the fee on the savings is 0.15% a year and the fee on deposits is 1.24%.
What were the returns of אלטשולר שחם פנסיה מקיפה עוקב מדד S&P 500?
In September 2026, the return since the start of 2026 was +6.93%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does אלטשולר שחם פנסיה מקיפה עוקב מדד S&P 500 hold?
The fund held 2.1 billion shekels at the end of September 2026, in the Authority's report.
Who may join אלטשולר שחם פנסיה מקיפה עוקב מדד S&P 500?
The Authority's reports do not say who may join this kind of fund, and the company that manages it can say.
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.