Pekao PPK 2035 vs Allianz Plan Emerytalny 2035

Pekao PPK 2035 and Allianz Plan Emerytalny 2035 share 48 holdings, giving 43.7% portfolio overlap (29.0% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.

43.7%Portfolio overlap

48Shared holdings

29.0%Weighted similarity

Side by side

Metric: Pekao PPK 2035; Allianz Plan Emerytalny 2035
Manager: Pekao TFI; Allianz 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; 789,02 mln PLN
Management fee: 0,21%; 0,40%
Year to date: +13.44%; +10.90%
1 year: +18.41%; +16.55%
3 years: +59.97%; +55.27%
5 years: +66.93%; +56.08%

Top shared holdings

Issuer / Instrument	ISIN	Weight in Pekao PPK 2035	Weight in Allianz Plan Emerytalny 2035
Rzeczpospolita Polska	PL0000113783	7.14%	6.33%
Rzeczpospolita Polska	PL0000116851	11.75%	5.33%
iShares Core MSCI World	IE00B4L5Y983	3.28%	3.35%
Powszechna Kasa Oszczędności Bank Polski S.A.	PLPKO0000016	3.14%	3.27%
Rzeczpospolita Polska	PL0000118519	5.05%	2.87%
LPP S.A.	PLLPP0000011	2.99%	2.21%
Bank Gospodarstwa Krajowego	PL0000500476	2.66%	1.87%
Bank Polska Kasa Opieki S.A.	PLPEKAO00016	2.26%	1.81%
Orlen S.A.	PLPKN0000018	1.80%	2.36%
Rzeczpospolita Polska	PL0000117024	1.90%	1.72%
Rzeczpospolita Polska	PL0000117198	2.15%	1.45%
Powszechny Zakład Ubezpieczeń S.A.	PLPZU0000011	1.39%	1.88%
Dino Polska S.A.	PLDINPL00011	1.30%	1.46%
KGHM Polska Miedź S.A.	PLKGHM000017	1.00%	2.72%
Allegro.eu S.A.	LU2237380790	2.34%	1.00%

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