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Pekao PPK 2035 vs PFR PPK 2035
Pekao PPK 2035 and PFR PPK 2035 share 46 holdings, giving 36.3% portfolio overlap (22.3% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
36.3%Portfolio overlap
46Shared holdings
22.3%Weighted similarity
Side by side
- Metric
- Pekao PPK 2035
- PFR PPK 2035
- Manager
- Pekao TFI
- PFR 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
- 102,31 mln PLN
- Management fee
- 0,21%
- 0,41%
- Year to date
- +13.76%
- +12.38%
- 1 year
- +18.88%
- +17.86%
- 3 years
- +62.52%
- +59.91%
- 5 years
- +66.75%
- +58.22%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2035 | Weight in PFR PPK 2035 |
|---|---|---|---|
| Rzeczpospolita Polska | PL0000118188 | 8.32% | 3.16% |
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 2.72% | 3.53% |
| Rzeczpospolita Polska | PL0000117024 | 2.57% | 3.65% |
| Rzeczpospolita Polska | PL0000116851 | 11.34% | 2.51% |
| Rzeczpospolita Polska | PL0000118519 | 4.80% | 2.46% |
| Rzeczpospolita Polska | PL0000113783 | 2.57% | 2.21% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 2.17% | 2.06% |
| Rzeczpospolita Polska | PL0000118774 | 1.97% | 3.22% |
| Allegro.eu S.A. | LU2237380790 | 2.28% | 1.72% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 1.57% | 1.75% |
| LPP S.A. | PLLPP0000011 | 2.05% | 1.51% |
| Rzeczpospolita Polska | PL0000117198 | 1.42% | 4.19% |
| Benefit Systems S.A. | PLBNFTS00018 | 1.53% | 1.10% |
| Dino Polska S.A. | PLDINPL00011 | 1.15% | 0.99% |
| Rzeczpospolita Polska | PL0000115291 | 0.94% | 1.06% |
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