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Pekao PPK 2035 vs PPK inPZU 2035
Pekao PPK 2035 and PPK inPZU 2035 share 60 holdings, giving 31.1% portfolio overlap (20.9% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
31.1%Portfolio overlap
60Shared holdings
20.9%Weighted similarity
Side by side
- Metric
- Pekao PPK 2035
- PPK inPZU 2035
- Manager
- Pekao TFI
- PZU TFI
- Category
- zdefiniowanej daty PPK 2035
- zdefiniowanej daty PPK 2035
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Medium
- Medium
- Benchmark
- fundusz nie posiada benchmarku
- fundusz nie posiada benchmarku
- Assets under management
- 676,23 mln PLN
- 2,42 mld PLN
- Management fee
- 0,21%
- 0,22%
- Year to date
- +13.28%
- +10.06%
- 1 year
- +18.30%
- +14.52%
- 3 years
- +62.70%
- +54.66%
- 5 years
- +66.04%
- +49.17%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2035 | Weight in PPK inPZU 2035 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 2.72% | 3.34% |
| Bank Gospodarstwa Krajowego | PL0000500476 | 2.47% | 4.29% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 2.17% | 1.94% |
| Rzeczpospolita Polska | PL0000117024 | 2.57% | 1.82% |
| LPP S.A. | PLLPP0000011 | 2.05% | 1.67% |
| Rzeczpospolita Polska | PL0000116851 | 11.34% | 1.61% |
| Rzeczpospolita Polska | PL0000118774 | 1.97% | 1.54% |
| Allegro.eu S.A. | LU2237380790 | 2.28% | 1.50% |
| Benefit Systems S.A. | PLBNFTS00018 | 1.53% | 1.46% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 1.57% | 1.26% |
| Rzeczpospolita Polska | PL0000115291 | 0.94% | 5.00% |
| Orlen S.A. | PLPKN0000018 | 0.91% | 2.31% |
| Bank Gospodarstwa Krajowego | PL0000500468 | 2.54% | 0.79% |
| Alior Bank S.A. | PLALIOR00045 | 1.80% | 0.74% |
| Rzeczpospolita Polska | PL0000118998 | 6.41% | 0.72% |
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