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Subfundusz Surowców Globalny vs inPZU Akcje Rynku Surowców

Subfundusz Surowców Globalny and inPZU Akcje Rynku Surowców share 55 holdings, giving 70.7% portfolio overlap (56.4% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.

70.7%Portfolio overlap
55Shared holdings
56.4%Weighted similarity

Side by side

Metric
Subfundusz Surowców Globalny
inPZU Akcje Rynku Surowców
Manager
PKO TFI
PZU TFI
Category
rynku surowców pozostałe
rynku surowców pozostałe
Geographic focus
Globalny
Globalny
Risk level (SRI)
Podwyższone
High
Benchmark
90% MSCI World Commodity Producers (USD) + 10% POLSTR
100% MSCI World Commodity Producers Net TR USD
Assets under management
479,14 mln PLN
35,49 mln PLN
Management fee
2,00%
0,50%
Year to date
+28.64%
+32.65%
1 year
+41.14%
+47.70%
3 years
+55.03%
+66.37%
5 years
+79.07%

Top shared holdings

Issuer / InstrumentISINWeight in Subfundusz Surowców GlobalnyWeight in inPZU Akcje Rynku Surowców
EXXON MOBIL CORPUS30231G10229.57%14.32%
CHEVRON CORPUS16676410056.84%7.72%
SHELL PLCGB00BP6MXD844.99%5.11%
TOTAL SAFR00001202713.09%3.68%
CONOCOPHILLIPSUS20825C10452.77%3.15%
CME (JPYUSD)5.67%2.58%
NEWMONT CORPORATIONUS65163910662.71%2.46%
RIO TINTO PLCGB00071887573.47%2.41%
BP P.L.C.GB00079805912.37%2.27%
FREEPORT-MCMORAN INCUS35671D85702.40%2.20%
AGNICO EAGLE MINES LTDCA00847410852.26%2.08%
GLENCORE PLCJE00B4T3BW642.19%1.71%
CANADIAN NATURAL RESOURCES LTDCA13638510171.61%1.96%
BARRICK GOLD CORPCA06849F10802.01%1.49%
WHEATON PRECIOUS METALS CORPCA96287910271.65%1.38%

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