Sledeća tabela prikazuje alociranje sredstva na dan 02.09.2026 protiv strateškog alociranja na snazi u ovom datumu. Ciljevi i rasponi strateškog alociranja ovde predstavljenih, odobreni su od strane Upravnog odbora na dan 16.06.2026.

ALOCIRANJE PO ASET KLASI €4,319,906,575 100.0% MIN CILJ MAX
Gotovina i trg gotovine€286,062,0916.6%-1%20%
Dužnički instrumenti€737,769,44617.1%-11%50%
Multi-klasni€372,248,4258.6%-8%35%
Realni aseti€297,909,4426.9%-5%33%
Akcije€2,625,917,17160.8%40%55%75%
ALOCIRANJE PO STRATEGIJI €4,319,906,575 100.0% MIN CILJ MAX
Rast€2,625,917,17160.8%40%55%65%
Stabilnost€1,407,927,31332.6%-28%50%
Taktican€102,419,0912.4%-2%20%
Likvidnost€183,643,0004.3%-1%40%
Alociranje po Klasi i Strategiji €4,319,906,575 100.0% CILJ MIN MAX
Gotovina/Taktican €102,419,091 2.4% 1% - 20%
Amundi Smart Overnight Return ETF€102,419,0912.4%
Gotovina/Likvidnost €19,990,656 0.5% 1% 1% 10%
Gotovina u bankama€19,990,6560.5%
Trg gotovine/Likvidnost €163,652,345 3.8% 1% - 10%
Amundi Euro Liquidity€163,652,3453.8%
Obveznice - Kosovski Trezor/Stabilnost €375,278,290 8.7% 4% - 25%
Obveznice Kosova€375,278,2908.7%
Obveznice - Investicioni rang/Stabilnost €93,772,205 2.2% 3% - 25%
Obveznice Austrije€32,282,8630.7%
Obveznice Francuske€31,439,8630.7%
Obveznice Italije€30,049,4790.7%
Oroceni depoziti/Stabilnost €268,718,951 6.2% 4% - 10%
Bankarski depoziti€268,718,9516.2%
Multi-klasni/Stabilnost €372,248,425 8.6% 8% - 15%
Schroder ISF Global MA Bal€166,224,4553.8%
Allianz Dynamic Multi Asset €105,111,4642.4%
Blackrock Global Allocation€100,912,5072.3%
Realni aseti/Stabilnost €297,909,442 6.9% 5% - 15%
iShare US Infr ETF€110,201,5812.6%
GlobalX US Infr ETF€78,806,1751.8%
Global X Data Center & Digital Infrastructure ETF€50,269,6471.2%
iShare Resid. M-Factor Real Estate ETF€39,294,1470.9%
iShares US Digital Infrastr and RealEstate ETF€19,337,8920.4%
Akcije - Pasivne/Rast €1,970,389,564 45.6% 37% 25% 40%
Vanguard GSIF€973,352,38722.5%
Invesco S&P500 Eur Hedg ETF€338,589,6187.8%
iShare MSCI Eur Value ETF€152,316,5493.5%
iShares MSCI EM UCITS ETF€92,942,7332.2%
Vanguard Value ETF€88,445,3632.0%
Amundi MSCI Eu QualFact ETF€76,887,7361.8%
Amundi MSCI Japan ETF€65,224,1811.5%
iShares Core FTSE 100 UCITS ETF€60,815,3041.4%
UBS Core SPI ETF€45,227,6311.0%
SPDR SP Eur Div Aristocrats ETF€39,555,9940.9%
SPDR Russell 2000 US SmlCp ETF€37,032,0690.9%
Akcije - Aktivne/Rast €516,696,871 12.0% 12% 10% 25%
Schroder Global Equity Alpha€148,561,4413.4%
Nordea GSE€137,779,8953.2%
Schroders Sustainable Growth€116,209,9892.7%
JPM Global Select Equity €H€114,145,5462.6%
Akcije - Tematicne/Rast €138,830,736 3.2% 2% - 12%
BNP Healthcare Innovators€37,830,7520.9%
Future of Defence ETF€37,245,0720.9%
VanEck Defense ETF€35,804,8780.8%
iShares Listed Private Equity €27,950,0350.6%