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PZU Polonez vs QUERCUS Obligacji Skarbowych

PZU Polonez and QUERCUS Obligacji Skarbowych share 0 holdings, giving -1.8% portfolio overlap (-1.0% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.

-1.8%Portfolio overlap
0Shared holdings
-1.0%Weighted similarity

Side by side

Metric
PZU Polonez
QUERCUS Obligacji Skarbowych
Manager
PZU TFI
Quercus TFI
Category
papierów dłużnych polskich skarbowych
papierów dłużnych polskich skarbowych
Geographic focus
Poland
Poland
Risk level (SRI)
Medium
Medium
Benchmark
100% Treasury BondSpot Poland Index
100% Treasury BondSpot Poland Index
Assets under management
4,64 mld PLN
1,23 mld PLN
Management fee
1,50%
1,20%
Year to date
-0.37%
-0.11%
1 year
+1.85%
+2.42%
3 years
+16.44%
+18.70%
5 years
+7.28%
+2.96%

Compare interactively → PZU Polonez Full profile → QUERCUS Obligacji Skarbowych Full profile →