Altshuler Shaham Child Savings High Risk

Data updated through August 2026

Investment policy — mvdl hk"m Other — Child savings – high risk

Fund details

Fund number: 11327
Track type: Child savings – high risk
Savings type: Hisachon LeKol Yeled (חיסכון לכל ילד)
Managing institution: אלטשולר שחם גמל ופנסיה בע"מ
Inception date: 28/11/2016

Assets and exposures

Total assets managed in this fund (₪ millions): 8,693.41
Liquid-asset share: 91.90%
Total equity exposure: 97.41%
Foreign exposure: 61.30%
Foreign-currency exposure: 29.98%
Equity exposure from asset allocation: 60.63%
Standard deviation: 12.34%
Sharpe ratio: 0.80

Returns and management fees

Return in the last month: 3.32%
12-month return: 17.66%
36-month cumulative return: 64.3%
60-month cumulative return: 56.1%
Average annual return over the last 3 years: 18.00%
Average annual return over the last 5 years: 9.32%
Average management fees paid by fund members: 0.01%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	31.60%	2,747.38
Tradable corporate bonds and bond ETFs	0%	0
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	60.63%	5,271.05
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	13.83%	1,202.4
Mutual funds	5.14%	446.57
Other assets	-11.20%	-974

Asset allocation

The chart shows positive values only; the complete source data appears in the table.

Comparison in the Child savings – high risk track

The selected fund compared with other funds in the same category.

Table Chart

Showing 1–9 of 9 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Altshuler Shaham Child Savings High RiskSelected Fund · אלטשולר שחם גמל ופנסיה בע"מ	17.66%	64.32%	56.14%		0.01%	Visit institution website
Infinity Child Savings — High-Risk Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	18.66%	69.58%	92.15%		0.00%	Visit institution website
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Trackאנליסט קופות גמל בע"מ	18.62%	69.68%	76.66%		0.01%	Visit institution website
Phoenix Child Savings — High-Risk Trackהפניקס פנסיה וגמל בע"מ	21.45%	72.99%	77.34%		0.01%	Visit institution website
Harel Child Savings — High-Risk Trackהראל פנסיה וגמל בע"מ	23.91%	73.83%	75.09%		0.01%	Visit institution website
Migdal Child Savings — High-Risk Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	21.90%	74.14%	75.77%		0.01%	Visit institution website
Menora Mivtachim Child Savings Program — High-Risk Trackמנורה מבטחים פנסיה וגמל בע"מ	23.59%	75.58%	75.42%		0.01%	Visit institution website
Meitav Child Savings Program Provident Fund — High-Risk Trackמיטב גמל ופנסיה בע"מ	22.41%	77.66%	79.18%		0.01%	Visit institution website
Clal Child Savings Program High-Risk Trackכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	21.03%	72.22%	75.97%	No data	0.01%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Altshuler Shaham Child Savings High Risk17.66%
Infinity Child Savings — High-Risk Track18.66%
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Track18.62%
Phoenix Child Savings — High-Risk Track21.45%
Harel Child Savings — High-Risk Track23.91%
Migdal Child Savings — High-Risk Track21.90%
Menora Mivtachim Child Savings Program — High-Risk Track23.59%
Meitav Child Savings Program Provident Fund — High-Risk Track22.41%
Clal Child Savings Program High-Risk TrackNo data
Market average21.03%

Altshuler Shaham Child Savings High Risk

Data updated through August 2026

Investment policy — mvdl hk"m Other — Child savings – high risk

Fund details

Fund number: 11327
Track type: Child savings – high risk
Savings type: Hisachon LeKol Yeled (חיסכון לכל ילד)
Managing institution: אלטשולר שחם גמל ופנסיה בע"מ
Inception date: 28/11/2016

Assets and exposures

Total assets managed in this fund (₪ millions): 8,693.41
Liquid-asset share: 91.90%
Total equity exposure: 97.41%
Foreign exposure: 61.30%
Foreign-currency exposure: 29.98%
Equity exposure from asset allocation: 60.63%
Standard deviation: 12.34%
Sharpe ratio: 0.80

Returns and management fees

Return in the last month: 3.32%
12-month return: 17.66%
36-month cumulative return: 64.3%
60-month cumulative return: 56.1%
Average annual return over the last 3 years: 18.00%
Average annual return over the last 5 years: 9.32%
Average management fees paid by fund members: 0.01%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	31.60%	2,747.38
Tradable corporate bonds and bond ETFs	0%	0
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	60.63%	5,271.05
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	13.83%	1,202.4
Mutual funds	5.14%	446.57
Other assets	-11.20%	-974

Asset allocation

The chart shows positive values only; the complete source data appears in the table.

Comparison in the Child savings – high risk track

The selected fund compared with other funds in the same category.

Table Chart

Showing 1–9 of 9 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Altshuler Shaham Child Savings High RiskSelected Fund · אלטשולר שחם גמל ופנסיה בע"מ	17.66%	64.32%	56.14%		0.01%	Visit institution website
Infinity Child Savings — High-Risk Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	18.66%	69.58%	92.15%		0.00%	Visit institution website
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Trackאנליסט קופות גמל בע"מ	18.62%	69.68%	76.66%		0.01%	Visit institution website
Phoenix Child Savings — High-Risk Trackהפניקס פנסיה וגמל בע"מ	21.45%	72.99%	77.34%		0.01%	Visit institution website
Harel Child Savings — High-Risk Trackהראל פנסיה וגמל בע"מ	23.91%	73.83%	75.09%		0.01%	Visit institution website
Migdal Child Savings — High-Risk Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	21.90%	74.14%	75.77%		0.01%	Visit institution website
Menora Mivtachim Child Savings Program — High-Risk Trackמנורה מבטחים פנסיה וגמל בע"מ	23.59%	75.58%	75.42%		0.01%	Visit institution website
Meitav Child Savings Program Provident Fund — High-Risk Trackמיטב גמל ופנסיה בע"מ	22.41%	77.66%	79.18%		0.01%	Visit institution website
Clal Child Savings Program High-Risk Trackכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	21.03%	72.22%	75.97%	No data	0.01%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Altshuler Shaham Child Savings High Risk17.66%
Infinity Child Savings — High-Risk Track18.66%
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Track18.62%
Phoenix Child Savings — High-Risk Track21.45%
Harel Child Savings — High-Risk Track23.91%
Migdal Child Savings — High-Risk Track21.90%
Menora Mivtachim Child Savings Program — High-Risk Track23.59%
Meitav Child Savings Program Provident Fund — High-Risk Track22.41%
Clal Child Savings Program High-Risk TrackNo data
Market average21.03%

Altshuler Shaham Child Savings High Risk

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Child savings – high risk track

12-month return

Altshuler Shaham Child Savings High Risk

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Child savings – high risk track

12-month return