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Pekao PPK 2050 vs PPK inPZU 2050
Pekao PPK 2050 and PPK inPZU 2050 share 61 holdings, giving 38.5% portfolio overlap (26.2% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
38.5%Portfolio overlap
61Shared holdings
26.2%Weighted similarity
Side by side
- Metric
- Pekao PPK 2050
- PPK inPZU 2050
- Manager
- Pekao TFI
- PZU TFI
- Category
- zdefiniowanej daty PPK 2050
- zdefiniowanej daty PPK 2050
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Podwyższone
- Podwyższone
- Benchmark
- fundusz nie posiada benchmarku
- fundusz nie posiada benchmarku
- Assets under management
- 317,96 mln PLN
- 1,21 mld PLN
- Management fee
- 0,22%
- 0,24%
- Year to date
- +20.31%
- +16.51%
- 1 year
- +27.18%
- +22.53%
- 3 years
- +90.07%
- +77.88%
- 5 years
- +94.21%
- +69.20%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2050 | Weight in PPK inPZU 2050 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 4.85% | 5.84% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 3.32% | 3.34% |
| LPP S.A. | PLLPP0000011 | 3.76% | 2.89% |
| Allegro.eu S.A. | LU2237380790 | 3.67% | 2.73% |
| Benefit Systems S.A. | PLBNFTS00018 | 2.43% | 2.56% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 2.67% | 2.24% |
| Orlen S.A. | PLPKN0000018 | 1.67% | 3.93% |
| Alior Bank S.A. | PLALIOR00045 | 2.59% | 1.29% |
| Bank Gospodarstwa Krajowego | PL0000500476 | 1.21% | 2.02% |
| KGHM Polska Miedź S.A. | PLKGHM000017 | 1.20% | 3.31% |
| Dino Polska S.A. | PLDINPL00011 | 2.10% | 1.05% |
| Rzeczpospolita Polska | PL0000117024 | 1.36% | 0.96% |
| X-Trade Brokers S.A. | PLXTRDM00011 | 0.82% | 1.26% |
| Rzeczpospolita Polska | PL0000116851 | 6.40% | 0.79% |
| InPost S.A. | LU2290522684 | 0.79% | 0.75% |
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