Sledeća tabela prikazuje alociranje sredstva na dan 20.05.2026 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 €4,113,937,630 100.0% MIN CILJ MAX
Gotovina i trg gotovine€352,192,5148.6%-6%20%
Dužnički instrumenti€740,787,33818.0%-12%50%
Multi-klasni€368,602,1509.0%-9%35%
Realni aseti€296,269,7807.2%-5%33%
Akcije€2,356,085,84757.3%40%48%75%
ALOCIRANJE PO STRATEGIJI €4,113,937,630 100.0% MIN CILJ MAX
Rast€2,356,085,84757.3%40%53%65%
Stabilnost€1,405,659,26934.2%-29%50%
Taktican€153,577,2133.7%-4%20%
Likvidnost€198,615,3004.8%-1%40%
Alociranje po Klasi i Strategiji €4,113,937,630 100.0% CILJ MIN MAX
Gotovina/Taktican €153,577,213 3.7% 3% - 20%
Amundi Smart Overnight Return ETF€153,577,2133.7%
Gotovina/Likvidnost €45,998,834 1.1% 1% 1% 10%
Gotovina u bankama€45,998,8341.1%
Trg gotovine/Likvidnost €152,616,466 3.7% 1% - 10%
Amundi Euro Liquidity€152,616,4663.7%
Obveznice - Kosovski Trezor/Stabilnost €385,190,746 9.4% 5% - 25%
Obveznice Kosova€385,190,7469.4%
Obveznice - Investicioni rang/Stabilnost €120,782,442 2.9% 3% - 25%
Obveznice Austrije€32,030,6870.8%
Obveznice Francuske€31,145,5950.8%
Obveznice Italije€30,270,5140.7%
Vanguard Eurozone Gov Bond ETF€27,335,6460.7%
Oroceni depoziti/Stabilnost €234,814,150 5.7% 4% - 10%
Bankarski depoziti€234,814,1505.7%
Multi-klasni/Stabilnost €368,602,150 9.0% 8% - 15%
Schroder ISF Global MA Bal€142,398,0343.5%
Nordea SRF€86,409,5082.1%
Blackrock Global Allocation€79,124,0571.9%
Allianz Dynamic Multi Asset €60,670,5511.5%
Realni aseti/Stabilnost €296,269,780 7.2% 5% - 15%
iShare US Infr ETF€108,654,3762.6%
GlobalX US Infr ETF€78,919,7691.9%
Global X Data Center & Digital Infrastructure ETF€50,344,1601.2%
iShare Resid. M-Factor Real Estate ETF€48,285,3911.2%
iShares US Digital Infrastr and RealEstate ETF€10,066,0830.2%
Akcije - Pasivne/Rast €1,776,759,476 43.2% 34% 25% 40%
Vanguard GSIF€877,122,24121.3%
Invesco S&P500 Eur Hedg ETF€328,157,5048.0%
iShare MSCI Eur Value ETF€146,764,1443.6%
Vanguard Value ETF€81,565,5012.0%
Amundi MSCI Eu QualFact ETF€73,945,2561.8%
Amundi MSCI Japan ETF€61,271,6611.5%
iShares Core FTSE 100 UCITS ETF€58,833,7041.4%
iShares MSCI EM UCITS ETF€45,906,8891.1%
UBS Core SPI ETF€35,732,7360.9%
SPDR Russell 2000 US SmlCp ETF€35,046,2480.9%
SPDR SP Eur Div Aristocrats ETF€32,413,5910.8%
Akcije - Aktivne/Rast €461,913,913 11.2% 12% 10% 25%
Nordea GSE€128,220,4663.1%
Schroder Global Equity Alpha€115,235,7012.8%
JPM Global Select Equity €H€110,377,1742.7%
Schroders Sustainable Growth€108,080,5732.6%
Akcije - Tematicne/Rast €117,412,459 2.9% 2% - 12%
BNP Healthcare Innovators€33,287,7160.8%
iShares Listed Private Equity €26,436,5870.6%
Future of Defence ETF€20,503,4230.5%
VanEck Defense ETF€20,347,4440.5%
SPDR S&P Oil & Gas ETF€16,837,2900.4%