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Pekao PPK 2055 vs Allianz Plan Emerytalny 2055
Pekao PPK 2055 and Allianz Plan Emerytalny 2055 share 53 holdings, giving 39.7% portfolio overlap (25.2% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
39.7%Portfolio overlap
53Shared holdings
25.2%Weighted similarity
Side by side
- Metric
- Pekao PPK 2055
- Allianz Plan Emerytalny 2055
- Manager
- Pekao TFI
- Allianz 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
- 505,80 mln PLN
- Management fee
- 0,22%
- 0,44%
- Year to date
- +20.42%
- +19.70%
- 1 year
- +27.21%
- +27.13%
- 3 years
- +90.53%
- +84.40%
- 5 years
- +93.95%
- +76.32%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2055 | Weight in Allianz Plan Emerytalny 2055 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 5.41% | 6.02% |
| LPP S.A. | PLLPP0000011 | 3.91% | 4.69% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 3.24% | 3.60% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 2.70% | 3.59% |
| Dino Polska S.A. | PLDINPL00011 | 2.11% | 2.48% |
| Allegro.eu S.A. | LU2237380790 | 3.46% | 1.94% |
| Benefit Systems S.A. | PLBNFTS00018 | 2.44% | 1.51% |
| Orlen S.A. | PLPKN0000018 | 1.37% | 4.97% |
| Alior Bank S.A. | PLALIOR00045 | 2.92% | 1.33% |
| Rzeczpospolita Polska | PL0000117024 | 1.32% | 1.53% |
| Rzeczpospolita Polska | PL0000116851 | 6.20% | 1.17% |
| KGHM Polska Miedź S.A. | PLKGHM000017 | 1.15% | 5.52% |
| Rzeczpospolita Polska | PL0000118519 | 1.56% | 0.96% |
| X-Trade Brokers S.A. | PLXTRDM00011 | 0.85% | 0.81% |
| Vercom S.A. | PLVRCM000016 | 1.99% | 0.76% |
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