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Pekao PPK 2060 vs PPK inPZU 2060
Pekao PPK 2060 and PPK inPZU 2060 share 60 holdings, giving 36.8% portfolio overlap (24.8% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
36.8%Portfolio overlap
60Shared holdings
24.8%Weighted similarity
Side by side
- Metric
- Pekao PPK 2060
- PPK inPZU 2060
- Manager
- Pekao TFI
- PZU TFI
- Category
- zdefiniowanej daty PPK 2060
- zdefiniowanej daty PPK 2060
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Podwyższone
- Medium
- Benchmark
- fundusz nie posiada benchmarku
- fundusz nie posiada benchmarku
- Assets under management
- 81,17 mln PLN
- 337,23 mln PLN
- Management fee
- 0,22%
- 0,24%
- Year to date
- +20.17%
- +16.31%
- 1 year
- +26.62%
- +22.22%
- 3 years
- +89.21%
- +76.53%
- 5 years
- +93.42%
- +66.37%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2060 | Weight in PPK inPZU 2060 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 5.29% | 5.69% |
| LPP S.A. | PLLPP0000011 | 4.22% | 2.89% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 2.83% | 3.34% |
| Allegro.eu S.A. | LU2237380790 | 3.43% | 2.69% |
| Benefit Systems S.A. | PLBNFTS00018 | 2.73% | 2.58% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 2.69% | 2.06% |
| Alior Bank S.A. | PLALIOR00045 | 2.87% | 1.26% |
| Orlen S.A. | PLPKN0000018 | 1.19% | 4.18% |
| Rzeczpospolita Polska | PL0000116851 | 6.37% | 1.13% |
| Rzeczpospolita Polska | PL0000117024 | 1.28% | 1.05% |
| Dino Polska S.A. | PLDINPL00011 | 2.10% | 1.02% |
| KGHM Polska Miedź S.A. | PLKGHM000017 | 1.01% | 3.21% |
| Rzeczpospolita Polska | PL0000118774 | 2.56% | 0.83% |
| X-Trade Brokers S.A. | PLXTRDM00011 | 0.78% | 1.27% |
| Tauron Polska Energia S.A. | PLTAURN00011 | 0.76% | 0.69% |
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