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Pekao PPK 2060 vs Allianz Plan Emerytalny 2060
Pekao PPK 2060 and Allianz Plan Emerytalny 2060 share 51 holdings, giving 39.2% portfolio overlap (25.3% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
39.2%Portfolio overlap
51Shared holdings
25.3%Weighted similarity
Side by side
- Metric
- Pekao PPK 2060
- Allianz Plan Emerytalny 2060
- Manager
- Pekao TFI
- Allianz TFI
- Category
- zdefiniowanej daty PPK 2060
- zdefiniowanej daty PPK 2060
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Podwyższone
- Podwyższone
- Benchmark
- fundusz nie posiada benchmarku
- fundusz nie posiada benchmarku
- Assets under management
- 81,17 mln PLN
- 245,99 mln PLN
- Management fee
- 0,22%
- 0,44%
- Year to date
- +20.17%
- +19.34%
- 1 year
- +26.62%
- +26.74%
- 3 years
- +89.21%
- +84.01%
- 5 years
- +93.42%
- +76.38%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2060 | Weight in Allianz Plan Emerytalny 2060 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 5.29% | 5.89% |
| LPP S.A. | PLLPP0000011 | 4.22% | 5.28% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 2.83% | 3.55% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 2.69% | 3.34% |
| Dino Polska S.A. | PLDINPL00011 | 2.10% | 2.41% |
| Allegro.eu S.A. | LU2237380790 | 3.43% | 1.94% |
| Benefit Systems S.A. | PLBNFTS00018 | 2.73% | 1.44% |
| Rzeczpospolita Polska | PL0000116851 | 6.37% | 1.33% |
| Alior Bank S.A. | PLALIOR00045 | 2.87% | 1.29% |
| Rzeczpospolita Polska | PL0000117024 | 1.28% | 1.36% |
| Orlen S.A. | PLPKN0000018 | 1.19% | 4.86% |
| Rzeczpospolita Polska | PL0000118188 | 5.58% | 1.06% |
| KGHM Polska Miedź S.A. | PLKGHM000017 | 1.01% | 5.41% |
| Rzeczpospolita Polska | PL0000118519 | 0.88% | 1.06% |
| Vercom S.A. | PLVRCM000016 | 1.98% | 0.82% |
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