Sledeća tabela prikazuje alociranje sredstva na dan 23.07.2026 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 €4,239,804,829 100.0% MIN CILJ MAX
Gotovina i trg gotovine€293,899,4096.9%-1%20%
Dužnički instrumenti€764,489,59218.0%-11%50%
Multi-klasni€369,352,7058.7%-8%35%
Realni aseti€314,582,2087.4%-5%33%
Akcije€2,497,480,91558.9%40%55%75%
ALOCIRANJE PO STRATEGIJI €4,239,804,829 100.0% MIN CILJ MAX
Rast€2,497,480,91558.9%40%55%65%
Stabilnost€1,448,424,50534.2%-28%50%
Taktican€102,120,8222.4%-2%20%
Likvidnost€191,778,5874.5%-1%40%
Alociranje po Klasi i Strategiji €4,239,804,829 100.0% CILJ MIN MAX
Gotovina/Taktican €102,120,822 2.4% 1% - 20%
Amundi Smart Overnight Return ETF€102,120,8222.4%
Gotovina/Likvidnost €38,559,968 0.9% 1% 1% 10%
Gotovina u bankama€38,559,9680.9%
Trg gotovine/Likvidnost €153,218,619 3.6% 1% - 10%
Amundi Euro Liquidity€153,218,6193.6%
Obveznice - Kosovski Trezor/Stabilnost €374,624,200 8.8% 4% - 25%
Obveznice Kosova€374,624,2008.8%
Obveznice - Investicioni rang/Stabilnost €121,128,157 2.9% 3% - 25%
Obveznice Austrije€32,184,3940.8%
Obveznice Francuske€31,324,9580.7%
Obveznice Italije€30,456,3360.7%
Vanguard Eurozone Gov Bond ETF€27,162,4690.6%
Oroceni depoziti/Stabilnost €268,737,236 6.3% 4% - 10%
Bankarski depoziti€268,737,2366.3%
Multi-klasni/Stabilnost €369,352,705 8.7% 8% - 15%
Schroder ISF Global MA Bal€163,171,4093.8%
Allianz Dynamic Multi Asset €104,964,3472.5%
Blackrock Global Allocation€101,216,9492.4%
Realni aseti/Stabilnost €314,582,208 7.4% 5% - 15%
iShare US Infr ETF€117,218,4672.8%
GlobalX US Infr ETF€85,143,7362.0%
iShare Resid. M-Factor Real Estate ETF€52,584,2921.2%
Global X Data Center & Digital Infrastructure ETF€49,709,2421.2%
iShares US Digital Infrastr and RealEstate ETF€9,926,4710.2%
Akcije - Pasivne/Rast €1,879,392,985 44.3% 37% 25% 40%
Vanguard GSIF€915,669,44221.6%
Invesco S&P500 Eur Hedg ETF€326,504,2007.7%
iShare MSCI Eur Value ETF€150,619,9813.6%
iShares MSCI EM UCITS ETF€90,701,3382.1%
Vanguard Value ETF€87,970,4952.1%
Amundi MSCI Eu QualFact ETF€75,639,0361.8%
Amundi MSCI Japan ETF€63,779,9911.5%
iShares Core FTSE 100 UCITS ETF€60,072,2041.4%
UBS Core SPI ETF€37,610,9950.9%
SPDR Russell 2000 US SmlCp ETF€37,550,9770.9%
SPDR SP Eur Div Aristocrats ETF€33,274,3250.8%
Akcije - Aktivne/Rast €496,977,492 11.7% 12% 10% 25%
Schroder Global Equity Alpha€143,613,6863.4%
Nordea GSE€131,994,8553.1%
JPM Global Select Equity €H€111,492,1992.6%
Schroders Sustainable Growth€109,876,7522.6%
Akcije - Tematicne/Rast €121,110,438 2.9% 2% - 12%
BNP Healthcare Innovators€36,336,7320.9%
iShares Listed Private Equity €26,419,6290.6%
Future of Defence ETF€21,131,7000.5%
VanEck Defense ETF€19,919,5150.5%
SPDR S&P Oil & Gas ETF€17,302,8620.4%