{"id":2031,"date":"2023-10-02T08:22:03","date_gmt":"2023-10-02T08:22:03","guid":{"rendered":"https:\/\/www.czechbankingnews.cz\/?p=2031"},"modified":"2023-10-02T09:49:51","modified_gmt":"2023-10-02T09:49:51","slug":"objemy-majetku-ve-fondech-se-v-cesku-dostaly-na-historicka-maxima","status":"publish","type":"post","link":"https:\/\/www.czechbankingnews.cz\/?p=2031","title":{"rendered":"Objemy majetku ve fondech na historick\u00e9m maximu"},"content":{"rendered":"<p><strong>Majetek ve fondech p\u0159es\u00e1hl 1,2 bilionu korun, ukazuj\u00ed ned\u00e1vn\u00e9 statistiky Asociace pro kapit\u00e1lov\u00fd trh v \u010cesk\u00e9 republice (AKAT).<\/strong><!--more--><\/p>\n<p>Ke konci \u010dervna 2023 dos\u00e1hl celkov\u00fd objem majetku sv\u011b\u0159en\u00e9ho spr\u00e1vc\u016fm aktiv v \u010cesk\u00e9 republice nebo jejich prost\u0159ednictv\u00edm spr\u00e1vc\u016fm aktiv v zahrani\u010d\u00ed impozantn\u00ed \u010d\u00e1stky 2,106 bilionu korun. Tento objem vzrostl b\u011bhem druh\u00e9ho \u010dtvrtlet\u00ed o 77 miliard korun, co\u017e p\u0159edstavuje zv\u00fd\u0161en\u00ed o 3,8 % ve srovn\u00e1n\u00ed s p\u0159edchoz\u00edm \u010dtvrtlet\u00edm.<\/p>\n<p>V\u00a0r\u00e1mci t\u00e9to statistiky majetek ve fondech kolektivn\u00edho investov\u00e1n\u00ed narostl za posledn\u00ed t\u0159i m\u011bs\u00edce o 46 miliard korun. Na tomto r\u016fstu se pod\u00edlelo jak zhodnocen\u00ed ji\u017e zainvestovan\u00fdch prost\u0159edk\u016f, tak i p\u0159\u00edliv nov\u00fdch investic. Zvl\u00e1\u0161tn\u00ed pozornost si zaslou\u017e\u00ed n\u00e1r\u016fst fond\u016f dluhopisov\u00fdch o 26 miliard korun, n\u00e1sledovan\u00fdch fondy akciov\u00fdmi s n\u00e1r\u016fstem 12 miliard korun. Sm\u00ed\u0161en\u00e9 fondy a fondy pen\u011b\u017en\u00edho trhu zaznamenaly n\u00e1r\u016fst o \u010dty\u0159i miliardy korun, a fondy nemovitostn\u00edho trhu narostly o 700 milion\u016f korun. Naopak fondy strukturovan\u00e9 zaznamenaly mezikvart\u00e1ln\u00ed pokles o 300 milion\u016f.<\/p>\n<p>Pozitivn\u00ed n\u00e1lada na kapit\u00e1lov\u00fdch trz\u00edch pokra\u010dovala i v druh\u00e9m \u010dtvrtlet\u00ed, kdy rostly jak ceny akci\u00ed, tak i dluhopis\u016f. Se stabilizac\u00ed inflace ve sv\u011bt\u011b \u2013 a v dom\u00e1c\u00edm prost\u0159ed\u00ed ji\u017e dokonce s poklesem tempa r\u016fstu spot\u0159ebitelsk\u00fdch cen \u2013 se v\u0161eobecn\u00fd optimismus projevil v dobr\u00e9m zhodnocen\u00ed investic a tak\u00e9 v pokra\u010duj\u00edc\u00edm p\u0159\u00edlivu nov\u00fdch prost\u0159edk\u016f do pod\u00edlov\u00fdch fond\u016f. Rok 2023 tak zat\u00edm pro investory vypad\u00e1 velmi nad\u011bjn\u011b.<\/p>\n<p>Pokra\u010duj\u00edc\u00edm trendem je dal\u0161\u00ed n\u00e1r\u016fst objemu majetku zainvestovan\u00e9ho ve fondech kvalifikovan\u00fdch investor\u016f, kter\u00fd dos\u00e1hl 420 miliard korun, co\u017e p\u0159edstavuje \u010dtvrtletn\u00ed n\u00e1r\u016fst o 27 miliard korun (6,7 %). Investice ve fondech, a\u0165 u\u017e se jedn\u00e1 o fondy kvalifikovan\u00fdch investor\u016f, nebo kolektivn\u00edho investov\u00e1n\u00ed, tak ji\u017e nyn\u00ed dosahuj\u00ed celkov\u00e9 v\u00fd\u0161e 1,2 bilionu korun.<\/p>\n<p>Asociace vkl\u00e1d\u00e1 velk\u00e9 nad\u011bje do p\u0159ipravovan\u00e9ho Dlouhodob\u00e9ho investi\u010dn\u00edho \u00fa\u010dtu (tzv. DIP), kter\u00fd by m\u011bl p\u0159isp\u011bt k\u00a0v\u011bt\u0161\u00ed anga\u017eovanosti dom\u00e1cnost\u00ed p\u0159i spo\u0159en\u00ed na d\u016fchod a k tolik\u00a0pot\u0159ebn\u00e9mu dal\u0161\u00edmu rozvoji kapit\u00e1lov\u00e9ho trhu a kolektivn\u00edho investov\u00e1n\u00ed v\u00a0dom\u00e1c\u00edm prost\u0159ed\u00ed. Pevn\u011b douf\u00e1me, \u017ee p\u0159i jeho schvalov\u00e1n\u00ed ve sn\u011bmovn\u011b p\u0159ev\u00e1\u017e\u00ed pragmatick\u00fd p\u0159\u00edstup a kone\u010dn\u011b vznikne flexibiln\u011bj\u0161\u00ed alternativa ke st\u00e1vaj\u00edc\u00edmu 3. penzijn\u00edmu pil\u00ed\u0159i.<\/p>\n<p>Autor: Martin \u0158ez\u00e1\u010d, p\u0159edseda AKAT<\/p>\n","protected":false},"excerpt":{"rendered":"<div class=\"mh-excerpt\"><p>Majetek ve fondech p\u0159es\u00e1hl 1,2 bilionu korun, ukazuj\u00ed ned\u00e1vn\u00e9 statistiky Asociace pro kapit\u00e1lov\u00fd trh v \u010cesk\u00e9 republice (AKAT).<\/p>\n<\/div>","protected":false},"author":2,"featured_media":733,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12,30,14],"tags":[],"class_list":["post-2031","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investice","category-komentar","category-statistika"],"_links":{"self":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts\/2031","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2031"}],"version-history":[{"count":2,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts\/2031\/revisions"}],"predecessor-version":[{"id":2038,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts\/2031\/revisions\/2038"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/media\/733"}],"wp:attachment":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2031"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2031"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2031"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}