Altshuler Shaham

Altshuler Shaham Child Savings High Risk

אלטשולר שחם חיסכון לילד - חוסכים המעדיפים סיכון מוגבר

Child SavingsChildren's SavingsGeneral PopulationEst. 2016

Treasury Number: 11327 · Reporting period: August 2026

Returns: August 2026

Monthly+3.32%August 2026

Year to date+10.14%2026

3-Year avg+18.00%Annualized

5-Year avg+9.32%Annualized

Performance — monthly returns

Risk metrics: August 2026

Alpha (annual)-2.16%

Std deviation (36m)2.97

Sharpe (all funds)0.61

Sharpe (sector)0.48

Sharpe (risk-free)—

Liquidity ratio92%

Fees: August 2026

Management fee (assets)0.01%Annual rate on AUM

Management fee (deposits)0.00%One-time on new deposits

AUM & money flows: August 2026

Total AUM₪8.7BEnd of period

Inflow

Outflow

Deposits₪51MExcl. transfers

Withdrawals₪20MExcl. transfers

Net accumulation₪18MNet of all flows

Transfers—Not available

Benchmark comparison

Coming soon — benchmark comparison vs S&P 500, TA-125

Asset allocation

Coming soon — equity & foreign exposure breakdown