Investment units

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:

Here You can download the market movements of the old market exchange savings for the year 2005., in PDF form:

Investment Founds 2005 - 52kb

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