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Pekao PPK 2060 vs PFR PPK 2060
Pekao PPK 2060 and PFR PPK 2060 share 49 holdings, giving 38.4% portfolio overlap (24.6% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
38.4%Portfolio overlap
49Shared holdings
24.6%Weighted similarity
Side by side
- Metric
- Pekao PPK 2060
- PFR PPK 2060
- Manager
- Pekao TFI
- PFR 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
- 14,27 mln PLN
- Management fee
- 0,22%
- 0,45%
- Year to date
- +20.98%
- +20.78%
- 1 year
- +27.60%
- +28.73%
- 3 years
- +89.07%
- +90.41%
- 5 years
- +94.72%
- +87.04%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2060 | Weight in PFR PPK 2060 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 5.29% | 5.79% |
| Allegro.eu S.A. | LU2237380790 | 3.43% | 2.85% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 2.83% | 3.38% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 2.69% | 2.91% |
| LPP S.A. | PLLPP0000011 | 4.22% | 2.54% |
| Benefit Systems S.A. | PLBNFTS00018 | 2.73% | 1.80% |
| Dino Polska S.A. | PLDINPL00011 | 2.10% | 1.63% |
| Rzeczpospolita Polska | PL0000118188 | 5.58% | 1.60% |
| Rzeczpospolita Polska | PL0000118774 | 2.56% | 1.41% |
| Alior Bank S.A. | PLALIOR00045 | 2.87% | 1.35% |
| Rzeczpospolita Polska | PL0000117024 | 1.28% | 1.63% |
| Orlen S.A. | PLPKN0000018 | 1.19% | 5.80% |
| KGHM Polska Miedź S.A. | PLKGHM000017 | 1.01% | 4.49% |
| Rzeczpospolita Polska | PL0000116851 | 6.37% | 0.88% |
| Rzeczpospolita Polska | PL0000118519 | 0.88% | 0.95% |
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