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Pekao PPK 2035 vs UNIQA Emerytura 2035
Pekao PPK 2035 and UNIQA Emerytura 2035 share 52 holdings, giving 33.3% portfolio overlap (20.0% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
33.3%Portfolio overlap
52Shared holdings
20.0%Weighted similarity
Side by side
- Metric
- Pekao PPK 2035
- UNIQA Emerytura 2035
- Manager
- Pekao TFI
- UNIQA 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
- 319,05 mln PLN
- Management fee
- 0,21%
- 0,40%
- Year to date
- +13.28%
- +10.83%
- 1 year
- +18.30%
- +15.69%
- 3 years
- +62.70%
- +59.84%
- 5 years
- +66.04%
- +57.49%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2035 | Weight in UNIQA Emerytura 2035 |
|---|---|---|---|
| Rzeczpospolita Polska | PL0000116851 | 11.34% | 7.49% |
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 2.72% | 2.85% |
| Rzeczpospolita Polska | PL0000113783 | 2.57% | 8.01% |
| Allegro.eu S.A. | LU2237380790 | 2.28% | 2.58% |
| Rzeczpospolita Polska | PL0000118188 | 8.32% | 1.65% |
| Benefit Systems S.A. | PLBNFTS00018 | 1.53% | 1.53% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 2.17% | 1.48% |
| LPP S.A. | PLLPP0000011 | 2.05% | 1.26% |
| Rzeczpospolita Polska | PL0000117198 | 1.42% | 1.20% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 1.57% | 1.15% |
| Rzeczpospolita Polska | PL0000115291 | 0.94% | 7.81% |
| Orlen S.A. | PLPKN0000018 | 0.91% | 2.18% |
| KGHM Polska Miedź S.A. | PLKGHM000017 | 0.71% | 1.07% |
| X-Trade Brokers S.A. | PLXTRDM00011 | 0.59% | 0.52% |
| Alior Bank S.A. | PLALIOR00045 | 1.80% | 0.49% |
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