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Pekao PPK 2050 vs UNIQA Emerytura 2050
Pekao PPK 2050 and UNIQA Emerytura 2050 share 59 holdings, giving 36.5% portfolio overlap (22.7% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
36.5%Portfolio overlap
59Shared holdings
22.7%Weighted similarity
Side by side
- Metric
- Pekao PPK 2050
- UNIQA Emerytura 2050
- Manager
- Pekao TFI
- UNIQA 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
- 270,63 mln PLN
- Management fee
- 0,22%
- 0,45%
- Year to date
- +20.31%
- +18.54%
- 1 year
- +27.18%
- +25.50%
- 3 years
- +90.07%
- +87.44%
- 5 years
- +94.21%
- +83.87%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2050 | Weight in UNIQA Emerytura 2050 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 4.85% | 4.76% |
| Allegro.eu S.A. | LU2237380790 | 3.67% | 4.31% |
| Rzeczpospolita Polska | PL0000116851 | 6.40% | 2.71% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 3.32% | 2.47% |
| Benefit Systems S.A. | PLBNFTS00018 | 2.43% | 2.71% |
| LPP S.A. | PLLPP0000011 | 3.76% | 2.13% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 2.67% | 1.82% |
| Orlen S.A. | PLPKN0000018 | 1.67% | 3.58% |
| KGHM Polska Miedź S.A. | PLKGHM000017 | 1.20% | 1.70% |
| Rzeczpospolita Polska | PL0000118188 | 4.97% | 0.88% |
| X-Trade Brokers S.A. | PLXTRDM00011 | 0.82% | 0.91% |
| Grupa Kęty S.A. | PLKETY000011 | 0.85% | 0.79% |
| Alior Bank S.A. | PLALIOR00045 | 2.59% | 0.79% |
| Erste Bank Polska S.A. | PLBZ00000044 | 0.70% | 1.72% |
| Tauron Polska Energia S.A. | PLTAURN00011 | 0.68% | 0.97% |
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