Sledeća tabela prikazuje alociranje sredstva na dan 23.03.2026 protiv strateškog alociranja na snazi u ovom datumu. Ciljevi i rasponi strateškog alociranja ovde predstavljenih, odobreni su od strane Upravnog odbora na dan 10.02.2026.

ALOCIRANJE PO ASET KLASI €3,800,520,403 100.0% MIN CILJ MAX
Gotovina i trg gotovine€331,029,3528.7%-6%20%
Dužnički instrumenti€749,678,82619.7%-12%50%
Multi-klasni€347,382,4139.1%-9%35%
Realni aseti€267,592,0037.0%-5%33%
Akcije€2,104,837,80955.4%40%48%75%
ALOCIRANJE PO STRATEGIJI €3,800,520,403 100.0% MIN CILJ MAX
Rast€2,104,837,80955.4%40%53%65%
Stabilnost€1,364,653,24135.9%-29%50%
Taktican€153,035,1104.0%-4%20%
Likvidnost€177,994,2424.7%-1%40%
Alociranje po Klasi i Strategiji €3,800,520,403 100.0% CILJ MIN MAX
Gotovina/Taktican €153,035,110 4.0% 3% - 20%
Amundi Smart Overnight Return ETF€153,035,1104.0%
Gotovina/Likvidnost €25,898,797 0.7% 1% 1% 10%
Gotovina u bankama€25,898,7970.7%
Trg gotovine/Likvidnost €152,095,446 4.0% 1% - 10%
Amundi Euro Liquidity€152,095,4464.0%
Obveznice - Kosovski Trezor/Stabilnost €396,109,947 10.4% 5% - 25%
Obveznice Kosova€396,109,94710.4%
Obveznice - Investicioni rang/Stabilnost €120,200,950 3.2% 3% - 25%
Obveznice Austrije€31,891,3900.8%
Obveznice Francuske€30,983,0470.8%
Obveznice Italije€30,102,1130.8%
Vanguard Eurozone Gov Bond ETF€27,224,4000.7%
Oroceni depoziti/Stabilnost €233,367,929 6.1% 4% - 10%
Bankarski depoziti€233,367,9296.1%
Multi-klasni/Stabilnost €347,382,413 9.1% 8% - 15%
Schroder ISF Global MA Bal€133,243,1803.5%
Nordea SRF€84,975,3732.2%
Blackrock Global Allocation€74,040,5381.9%
Allianz Dynamic Multi Asset €55,123,3211.5%
Realni aseti/Stabilnost €267,592,003 7.0% 5% - 15%
iShare US Infr ETF€101,792,7282.7%
GlobalX US Infr ETF€72,919,7571.9%
iShare Resid. M-Factor Real Estate ETF€43,791,8981.2%
Global X Data Center & Digital Infrastructure ETF€40,712,2291.1%
iShares US Digital Infrastr and RealEstate ETF€8,375,3920.2%
Akcije - Pasivne/Rast €1,553,647,881 40.9% 34% 25% 40%
Vanguard GSIF€739,636,07019.5%
Invesco S&P500 Eur Hedg ETF€292,401,9007.7%
iShare MSCI Eur Value ETF€131,054,3663.4%
Vanguard Value ETF€76,901,5762.0%
Amundi MSCI Eu QualFact ETF€68,740,2821.8%
Amundi MSCI Japan ETF€55,912,9561.5%
iShares Core FTSE 100 UCITS ETF€55,405,5361.5%
iShares MSCI EM UCITS ETF€39,965,6061.1%
UBS Core SPI ETF€32,174,7330.8%
SPDR Russell 2000 US SmlCp ETF€31,279,1760.8%
SPDR SP Eur Div Aristocrats ETF€30,175,6810.8%
Akcije - Aktivne/Rast €433,856,424 11.4% 12% 10% 25%
Nordea GSE€125,266,7613.3%
Schroder Global Equity Alpha€106,933,5152.8%
JPM Global Select Equity €H€102,974,6452.7%
Schroders Sustainable Growth€98,681,5022.6%
Akcije - Tematicne/Rast €117,333,505 3.1% 2% - 12%
BNP Healthcare Innovators€32,755,2170.9%
iShares Listed Private Equity €24,969,7720.7%
VanEck Defense ETF€22,786,2590.6%
Future of Defence ETF€19,922,0310.5%
SPDR S&P Oil & Gas ETF€16,900,2260.4%