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Pekao PPK 2055 vs PPK inPZU 2055
Pekao PPK 2055 and PPK inPZU 2055 share 60 holdings, giving 36.2% portfolio overlap (24.2% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
36.2%Portfolio overlap
60Shared holdings
24.2%Weighted similarity
Side by side
- Metric
- Pekao PPK 2055
- PPK inPZU 2055
- Manager
- Pekao TFI
- PZU TFI
- Category
- zdefiniowanej daty PPK 2055
- zdefiniowanej daty PPK 2055
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Podwyższone
- Podwyższone
- Benchmark
- fundusz nie posiada benchmarku
- fundusz nie posiada benchmarku
- Assets under management
- 193,29 mln PLN
- 766,36 mln PLN
- Management fee
- 0,22%
- 0,24%
- Year to date
- +20.42%
- +16.39%
- 1 year
- +27.21%
- +22.37%
- 3 years
- +90.53%
- +77.32%
- 5 years
- +93.95%
- +68.73%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2055 | Weight in PPK inPZU 2055 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 5.41% | 5.69% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 3.24% | 3.35% |
| LPP S.A. | PLLPP0000011 | 3.91% | 2.91% |
| Allegro.eu S.A. | LU2237380790 | 3.46% | 2.65% |
| Benefit Systems S.A. | PLBNFTS00018 | 2.44% | 2.55% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 2.70% | 2.18% |
| Orlen S.A. | PLPKN0000018 | 1.37% | 4.06% |
| Alior Bank S.A. | PLALIOR00045 | 2.92% | 1.27% |
| KGHM Polska Miedź S.A. | PLKGHM000017 | 1.15% | 3.40% |
| Dino Polska S.A. | PLDINPL00011 | 2.11% | 1.07% |
| Rzeczpospolita Polska | PL0000117024 | 1.32% | 0.86% |
| X-Trade Brokers S.A. | PLXTRDM00011 | 0.85% | 1.26% |
| Rzeczpospolita Polska | PL0000118774 | 3.18% | 0.68% |
| Grupa Kęty S.A. | PLKETY000011 | 0.87% | 0.62% |
| Bank Gospodarstwa Krajowego | PL0000500468 | 1.10% | 0.61% |
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