Sledeća tabela prikazuje alociranje sredstva na dan 13.08.2026 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 €4,374,154,293 100.0% MIN CILJ MAX
Gotovina i trg gotovine€308,074,9187.0%-1%20%
Dužnički instrumenti€736,951,03416.8%-11%50%
Multi-klasni€379,187,4548.7%-8%35%
Realni aseti€315,609,2787.2%-5%33%
Akcije€2,634,331,61060.2%40%55%75%
ALOCIRANJE PO STRATEGIJI €4,374,154,293 100.0% MIN CILJ MAX
Rast€2,634,331,61060.2%40%55%65%
Stabilnost€1,431,747,76532.7%-28%50%
Taktican€102,276,4812.3%-2%20%
Likvidnost€205,798,4374.7%-1%40%
Alociranje po Klasi i Strategiji €4,374,154,293 100.0% CILJ MIN MAX
Gotovina/Taktican €102,276,481 2.3% 1% - 20%
Amundi Smart Overnight Return ETF€102,276,4812.3%
Gotovina/Likvidnost €52,353,800 1.2% 1% 1% 10%
Gotovina u bankama€52,353,8001.2%
Trg gotovine/Likvidnost €153,444,637 3.5% 1% - 10%
Amundi Euro Liquidity€153,444,6373.5%
Obveznice - Kosovski Trezor/Stabilnost €374,672,580 8.6% 4% - 25%
Obveznice Kosova€374,672,5808.6%
Obveznice - Investicioni rang/Stabilnost €94,135,949 2.2% 3% - 25%
Obveznice Austrije€32,234,8300.7%
Obveznice Francuske€31,383,8120.7%
Obveznice Italije€30,517,3080.7%
Oroceni depoziti/Stabilnost €268,142,505 6.1% 4% - 10%
Bankarski depoziti€268,142,5056.1%
Multi-klasni/Stabilnost €379,187,454 8.7% 8% - 15%
Schroder ISF Global MA Bal€168,159,8233.8%
Allianz Dynamic Multi Asset €107,628,8452.5%
Blackrock Global Allocation€103,398,7862.4%
Realni aseti/Stabilnost €315,609,278 7.2% 5% - 15%
iShare US Infr ETF€115,884,1152.6%
GlobalX US Infr ETF€85,020,1361.9%
Global X Data Center & Digital Infrastructure ETF€53,447,3541.2%
iShare Resid. M-Factor Real Estate ETF€39,966,6390.9%
iShares US Digital Infrastr and RealEstate ETF€21,291,0320.5%
Akcije - Pasivne/Rast €1,971,520,372 45.1% 37% 25% 40%
Vanguard GSIF€959,116,48521.9%
Invesco S&P500 Eur Hedg ETF€343,631,0307.9%
iShare MSCI Eur Value ETF€155,224,9513.5%
iShares MSCI EM UCITS ETF€93,009,5412.1%
Vanguard Value ETF€89,470,8862.0%
Amundi MSCI Eu QualFact ETF€78,408,4291.8%
Amundi MSCI Japan ETF€67,314,4561.5%
iShares Core FTSE 100 UCITS ETF€61,102,6361.4%
UBS Core SPI ETF€46,350,4201.1%
SPDR SP Eur Div Aristocrats ETF€39,307,7340.9%
SPDR Russell 2000 US SmlCp ETF€38,583,8040.9%
Akcije - Aktivne/Rast €526,239,936 12.0% 12% 10% 25%
Schroder Global Equity Alpha€152,777,5023.5%
Nordea GSE€137,892,2023.2%
Schroders Sustainable Growth€118,564,8522.7%
JPM Global Select Equity €H€117,005,3792.7%
Akcije - Tematicne/Rast €136,571,303 3.1% 2% - 12%
BNP Healthcare Innovators€36,888,5490.8%
Future of Defence ETF€35,779,2880.8%
VanEck Defense ETF€34,800,3280.8%
iShares Listed Private Equity €29,103,1380.7%