SQUERY › Funds › Compare

SQUERY://COMPARE

Pekao Surowców i Energii vs SKARBIEC RYNKOW SUROWCOWYCH FIO

Pekao Surowców i Energii and SKARBIEC RYNKOW SUROWCOWYCH FIO share 1 holdings, giving -71.9% portfolio overlap (-39.3% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.

-71.9%Portfolio overlap
1Shared holdings
-39.3%Weighted similarity

Side by side

Metric
Pekao Surowców i Energii
SKARBIEC RYNKOW SUROWCOWYCH FIO
Manager
Pekao TFI
Skarbiec TFI
Category
rynku surowców pozostałe
rynku surowców pozostałe
Geographic focus
Globalny
Globalny
Risk level (SRI)
Medium
Podwyższone
Benchmark
fundusz nie posiada benchmarku
90% Bloomberg Commodity Index + 10% WIBID O/N
Assets under management
74,85 mln PLN
107,13 mln PLN
Management fee
1,90%
2,00%
Year to date
+23.01%
+24.53%
1 year
+34.97%
+40.26%
3 years
+40.29%
+41.98%
5 years
+65.74%
+64.03%

Top shared holdings

Issuer / InstrumentISINWeight in Pekao Surowców i EnergiiWeight in SKARBIEC RYNKOW SUROWCOWYCH FIO
iShares Diversified Commodity SwapIE00BDFL4P1217.58%18.58%

Compare interactively → Pekao Surowców i Energii Full profile → SKARBIEC RYNKOW SUROWCOWYCH FIO Full profile →