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Pekao PPK 2035 vs Goldman Sachs Emerytura 2035
Pekao PPK 2035 and Goldman Sachs Emerytura 2035 share 59 holdings, giving 25.4% portfolio overlap (15.2% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
25.4%Portfolio overlap
59Shared holdings
15.2%Weighted similarity
Side by side
- Metric
- Pekao PPK 2035
- Goldman Sachs Emerytura 2035
- Manager
- Pekao TFI
- Goldman Sachs 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
- 502,65 mln PLN
- Management fee
- 0,21%
- 0,35%
- Year to date
- +13.28%
- +11.29%
- 1 year
- +18.30%
- +15.06%
- 3 years
- +62.70%
- +60.64%
- 5 years
- +66.04%
- +58.10%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2035 | Weight in Goldman Sachs Emerytura 2035 |
|---|---|---|---|
| Rzeczpospolita Polska | PL0000116851 | 11.34% | 3.12% |
| State Street SPDR MSCI World UCITS ETF | IE00BFY0GT14 | 3.08% | 5.83% |
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 2.72% | 3.61% |
| Rzeczpospolita Polska | PL0000113783 | 2.57% | 2.85% |
| Rzeczpospolita Polska | PL0000118188 | 8.32% | 2.38% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 2.17% | 2.21% |
| Bank Gospodarstwa Krajowego | PL0000500468 | 2.54% | 2.10% |
| LPP S.A. | PLLPP0000011 | 2.05% | 1.97% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 1.57% | 1.93% |
| Allegro.eu S.A. | LU2237380790 | 2.28% | 1.43% |
| Dino Polska S.A. | PLDINPL00011 | 1.15% | 1.03% |
| Alior Bank S.A. | PLALIOR00045 | 1.80% | 0.99% |
| Rzeczpospolita Polska | PL0000115291 | 0.94% | 3.33% |
| Orlen S.A. | PLPKN0000018 | 0.91% | 2.35% |
| Benefit Systems S.A. | PLBNFTS00018 | 1.53% | 0.80% |
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