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Pekao Obligacji Plus vs EQUES Obligacji
Pekao Obligacji Plus and EQUES Obligacji share 3 holdings, giving 0.3% portfolio overlap (0.2% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
0.3%Portfolio overlap
3Shared holdings
0.2%Weighted similarity
Side by side
- Metric
- Pekao Obligacji Plus
- EQUES Obligacji
- Manager
- Pekao TFI
- EQUES TFI
- Category
- papierów dłużnych polskich uniwersalne
- papierów dłużnych polskich uniwersalne
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Low
- Low
- Benchmark
- 75% ICE BofAML All Maturity Polish Government Index + 25% (POLONIA + 0,35%)
- fundusz nie posiada benchmarku
- Assets under management
- 2,17 mld PLN
- 8,81 mln PLN
- Management fee
- 1,10%
- 0,90%
- Year to date
- +1.27%
- -0.42%
- 1 year
- +3.69%
- +1.85%
- 3 years
- +20.16%
- +15.46%
- 5 years
- +20.07%
- +11.42%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao Obligacji Plus | Weight in EQUES Obligacji |
|---|---|---|---|
| Kruk S.A. | PLO163600037 | 0.14% | 0.30% |
| Cordia Polska Sp. Z o.o. | PLCRDPF00025 | 0.10% | 0.40% |
| Invest Komfort Finance Sp. z o.o. | PLO251500016 | 0.09% | 0.30% |
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