Sledeća tabela prikazuje alociranje sredstva na dan 11.06.2026 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 €4,133,277,645 100.0% MIN CILJ MAX
Gotovina i trg gotovine€342,474,1508.3%-6%20%
Dužnički instrumenti€731,828,83417.7%-12%50%
Multi-klasni€369,810,7598.9%-9%35%
Realni aseti€306,917,5467.4%-5%33%
Akcije€2,382,246,35557.6%40%48%75%
ALOCIRANJE PO STRATEGIJI €4,133,277,645 100.0% MIN CILJ MAX
Rast€2,382,246,35557.6%40%53%65%
Stabilnost€1,408,557,14034.1%-29%50%
Taktican€153,815,1763.7%-4%20%
Likvidnost€188,658,9744.6%-1%40%
Alociranje po Klasi i Strategiji €4,133,277,645 100.0% CILJ MIN MAX
Gotovina/Taktican €153,815,176 3.7% 3% - 20%
Amundi Smart Overnight Return ETF€153,815,1763.7%
Gotovina/Likvidnost €35,850,880 0.9% 1% 1% 10%
Gotovina u bankama€35,850,8800.9%
Trg gotovine/Likvidnost €152,808,095 3.7% 1% - 10%
Amundi Euro Liquidity€152,808,0953.7%
Obveznice - Kosovski Trezor/Stabilnost €375,438,060 9.1% 5% - 25%
Obveznice Kosova€375,438,0609.1%
Obveznice - Investicioni rang/Stabilnost €121,028,477 2.9% 3% - 25%
Obveznice Austrije€32,083,5240.8%
Obveznice Francuske€31,207,2510.8%
Obveznice Italije€30,334,3900.7%
Vanguard Eurozone Gov Bond ETF€27,403,3120.7%
Oroceni depoziti/Stabilnost €235,362,298 5.7% 4% - 10%
Bankarski depoziti€235,362,2985.7%
Multi-klasni/Stabilnost €369,810,759 8.9% 8% - 15%
Schroder ISF Global MA Bal€141,971,8233.4%
Nordea SRF€87,497,1432.1%
Blackrock Global Allocation€79,490,3721.9%
Allianz Dynamic Multi Asset €60,851,4211.5%
Realni aseti/Stabilnost €306,917,546 7.4% 5% - 15%
iShare US Infr ETF€111,473,4132.7%
GlobalX US Infr ETF€83,563,6282.0%
Global X Data Center & Digital Infrastructure ETF€52,469,5651.3%
iShare Resid. M-Factor Real Estate ETF€48,742,6121.2%
iShares US Digital Infrastr and RealEstate ETF€10,668,3290.3%
Akcije - Pasivne/Rast €1,804,765,900 43.7% 34% 25% 40%
Vanguard GSIF€906,096,42521.9%
Invesco S&P500 Eur Hedg ETF€322,324,3697.8%
iShare MSCI Eur Value ETF€146,433,6443.5%
Vanguard Value ETF€84,948,2902.1%
Amundi MSCI Eu QualFact ETF€74,427,4271.8%
Amundi MSCI Japan ETF€61,499,6911.5%
iShares Core FTSE 100 UCITS ETF€58,169,8681.4%
iShares MSCI EM UCITS ETF€46,526,5371.1%
SPDR Russell 2000 US SmlCp ETF€36,333,5390.9%
UBS Core SPI ETF€35,748,0060.9%
SPDR SP Eur Div Aristocrats ETF€32,258,1030.8%
Akcije - Aktivne/Rast €460,423,144 11.1% 12% 10% 25%
Nordea GSE€128,803,2123.1%
Schroder Global Equity Alpha€114,841,7252.8%
JPM Global Select Equity €H€108,787,2302.6%
Schroders Sustainable Growth€107,990,9772.6%
Akcije - Tematicne/Rast €117,057,311 2.8% 2% - 12%
BNP Healthcare Innovators€34,018,9350.8%
iShares Listed Private Equity €26,021,1300.6%
Future of Defence ETF€20,864,4480.5%
VanEck Defense ETF€20,264,1300.5%
SPDR S&P Oil & Gas ETF€15,888,6680.4%