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Pekao PPK 2055 vs Goldman Sachs Emerytura 2055
Pekao PPK 2055 and Goldman Sachs Emerytura 2055 share 64 holdings, giving 32.0% portfolio overlap (20.9% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
32.0%Portfolio overlap
64Shared holdings
20.9%Weighted similarity
Side by side
- Metric
- Pekao PPK 2055
- Goldman Sachs Emerytura 2055
- Manager
- Pekao TFI
- Goldman Sachs 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
- 427,20 mln PLN
- Management fee
- 0,22%
- 0,50%
- Year to date
- +20.42%
- +19.51%
- 1 year
- +27.21%
- +24.34%
- 3 years
- +90.53%
- +91.02%
- 5 years
- +93.95%
- +84.54%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2055 | Weight in Goldman Sachs Emerytura 2055 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 5.41% | 5.70% |
| State Street SPDR MSCI World UCITS ETF | IE00BFY0GT14 | 5.37% | 9.90% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 3.24% | 3.55% |
| LPP S.A. | PLLPP0000011 | 3.91% | 3.17% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 2.70% | 3.07% |
| Allegro.eu S.A. | LU2237380790 | 3.46% | 2.27% |
| Dino Polska S.A. | PLDINPL00011 | 2.11% | 1.68% |
| Rzeczpospolita Polska | PL0000118188 | 5.17% | 1.60% |
| Alior Bank S.A. | PLALIOR00045 | 2.92% | 1.57% |
| Rzeczpospolita Polska | PL0000116851 | 6.20% | 1.41% |
| Orlen S.A. | PLPKN0000018 | 1.37% | 3.80% |
| Benefit Systems S.A. | PLBNFTS00018 | 2.44% | 1.32% |
| KGHM Polska Miedź S.A. | PLKGHM000017 | 1.15% | 3.66% |
| Bank Gospodarstwa Krajowego | PL0000500468 | 1.10% | 0.91% |
| Inter Cars S.A. | PLINTCS00010 | 0.82% | 0.84% |
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