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PPK inPZU 2045 vs Erste PPK 2045

PPK inPZU 2045 and Erste PPK 2045 share 57 holdings, giving 37.5% portfolio overlap (26.1% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.

37.5%Portfolio overlap
57Shared holdings
26.1%Weighted similarity

Side by side

Metric
PPK inPZU 2045
Erste PPK 2045
Manager
PZU TFI
Erste TFI
Category
zdefiniowanej daty PPK 2045
zdefiniowanej daty PPK 2045
Geographic focus
Poland
Poland
Risk level (SRI)
Medium
Podwyższone
Benchmark
fundusz nie posiada benchmarku
fundusz nie posiada benchmarku
Assets under management
1,87 mld PLN
158,13 mln PLN
Management fee
0,24%
0,35%
Year to date
+14.47%
+19.84%
1 year
+20.41%
+27.10%
3 years
+65.30%
+81.75%
5 years
+62.18%
+79.79%

Top shared holdings

Issuer / InstrumentISINWeight in PPK inPZU 2045Weight in Erste PPK 2045
ORLEN S.A.PLPKN00000183.22%4.27%
Bank Polska Kasa Opieki S.A.PLPEKAO000162.73%3.75%
KGHM Polska Miedź S.A.PLKGHM0000172.68%3.03%
LPP S.A.PLLPP00000112.33%2.64%
Allegro.eu SALU22373807902.14%3.95%
Benefit Systems S.A.PLBNFTS000182.07%3.27%
Skarb Państwa Rzeczypospolitej PolskiejPL00001167601.96%1.81%
Powszechny Zakład Ubezpieczeń S.A.PLPZU00000111.79%2.61%
Skarb Państwa Rzeczypospolitej PolskiejPL00001170241.43%1.83%
Erste Bank Polska S.A.PLBZ000000441.37%1.70%
Bank Gospodarstwa KrajowegoPL00005003281.43%1.21%
Alior Bank S.A.PLALIOR000451.09%3.29%
Skarb Państwa Rzeczypospolitej PolskiejPL00001168511.02%1.00%
CD Projekt S.A.PLOPTTC000110.90%1.66%
Dino Polska Spółka AkcyjnaPLDINPL000110.88%1.45%

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