Depending on risk level you are wiling to take and interest rate that you are expecting, you make the decision in which security to invest into. Therefore, investments made in investment units of investment funds are in the first place to begin with analyses of personal financial needs and goals! Considering that the risk cannot be entirely avoid by investments made in investment funds, which contain in their portfolio securities of diverse levels of risk, as well as real-estates, investor is in some way reassuring himself, with decreasing risk of potential loss. The more portfolios is diversified, movement of fund value will more follow movement of entire financial market where such fund is investing.

Currently, in Montenegro work 8 investment funds with whose units trading is made on both stock exchanges every day. From this aspect, by purchasing investment fund units you are attaining the most liquid securities on our capital market.



Funds - as of 14.10.2009
Fund Name	Market Price	Net Asset Value per unit	Discount (%)
FZU Atlas Mont	0,0865	0,2413	64,1600
FZU Eurofond	0,0834	0,3403	75,5000
FZU HLT	0,0336	0,0651	48,4500
FZU MIG	0,0852	0,1967	56,7000
FZU Moneta	0,0916	0,2342	60,8900
FZU Trend	0,0814	0,2455	66,8500

Download

Here You can download portfolio from the investment founds in Montenegro - PDF form: