PROMO
Tržište alternativnih investicionih fondova u Srbiji nalazi se u fazi ubrzanog razvoja i postaje sve značajniji segment domaćeg finansijskog sistema. Regulatorna unapređenja i širenje investicione baze doprinose porastu interesovanja
VISTA RICA
OSNIVANJE NOVIH FONDOVA SA RAZLIČITIM INVESTICIONIM PROFILIMA
za ovaj vid ulaganja, posebno među investitorima koji traže dugoročne i diversifikovane strategije ulaganja. Dinamika rasta ukupne imovine pod upravljanjem ukazuje na rast poverenja investitora i jačanje uloge ovih fondova u alokaciji kapitala. Alternativni fondovi omogućavaju pristup širem spektru aktive – pored tradicionalnih akcija i obveznica, uključuju i ETF-ove, nekretnine i druge specijalizovane oblike ulaganja. Takva struktura donosi veću fleksibilnost i bolje upravljanje rizicima. Vista Rica društvo za upravljanje trenutno upravlja sa dva otvorena alternativna fonda: Vista Rica Invest, namenjen
Stanislava Petković, executive
director DZU Vista Rica ad.
VISTA RICA
fizičkim licima, i Vista Rica Corporate, usmeren isključivo na pravna lica. U cilju daljeg jačanja tržišnog prisustva i ponude, Vista Rica planira osnivanje novih fondova sa različitim investicionim profilima – čime će se dodatno proširiti dostupnost fondova i otvoriti prostor za nove kategorije investitora. Ostvareni prinos od 11,65% na godišnjem nivou u 2024. godini za Vista Rica Invest potvrđuje uspešnost upravljanja i atraktivnost fondovske ponude.
LAUNCHING NEW FUNDS WITH DIVERSIFIED INVESTMENT PROFILES
The alternative investment funds market is experiencing accelerated growth in Serbia, becoming an increasingly important segment of the domestic financial system. Regulatory improvements and an expanding investor base are driving interest ever higher, particularly among investors seeking long-term and diversified investment strategies. The growing volume of assets under management reflects rising investor confidence and the strengthening role played by these funds in capital allocation. Alternative funds provide access to a broader spectrum of asset classes – beyond traditional equities and bonds— including ETFs, real estate and other specialised instruments. This diversification enables greater portfolio flexibility and more effective risk management. Vista Rica currently manages two open- ended alternative investment funds: Vista Rica Invest, designed for individual investors, and Vista Rica Corporate, tailored exclusively for legal entities. Vista Rica
also plans to launch additional funds with varying investment profiles, thus expanding fund availability and creating opportunities for new investor categories. The annual yield of 11.65% that was achieved by Vista Rica Invest fund in 2024 confirms the effectiveness of the management strategy and the attractiveness of the fund offering. Professional fund management, transparency, and continuous investor education remain key pillars in the development of a modern capital market in Serbia.
Kombinacijom profesionalnog upravljanja, transparentnosti i
kontinuirane edukacije, investicioni fondovi sve snažnije doprinose razvoju tržišta kapitala i oblikovanju modernog investicionog ambijenta u Srbiji.
Vista Rica trenutno upravlja sa dva fonda: Vista Rica Invest, namenjen fizičkim licima, i Vista Rica Corporate, usmeren na pravna lica / Vista Rica currently manages two funds: Vista Rica Invest, designed for individual investors, and Vista Rica Corporate, tailored exclusively for legal entities
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