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Pekao PPK 2065 vs PFR PPK 2065
Pekao PPK 2065 and PFR PPK 2065 share 42 holdings, giving 37.5% portfolio overlap (24.4% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
37.5%Portfolio overlap
42Shared holdings
24.4%Weighted similarity
Side by side
- Metric
- Pekao PPK 2065
- PFR PPK 2065
- Manager
- Pekao TFI
- PFR TFI
- Category
- zdefiniowanej daty PPK 2065
- zdefiniowanej daty PPK 2065
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Podwyższone
- Podwyższone
- Benchmark
- fundusz nie posiada benchmarku
- fundusz nie posiada benchmarku
- Assets under management
- 14,78 mln PLN
- 3,58 mln PLN
- Management fee
- 0,22%
- 0,45%
- Year to date
- +21.09%
- +20.88%
- 1 year
- +27.88%
- +28.80%
- 3 years
- +91.25%
- +92.27%
- 5 years
- +101.23%
- +90.05%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2065 | Weight in PFR PPK 2065 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 5.28% | 5.92% |
| Allegro.eu S.A. | LU2237380790 | 3.56% | 2.84% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 2.78% | 2.84% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 2.44% | 3.39% |
| LPP S.A. | PLLPP0000011 | 4.02% | 2.03% |
| Benefit Systems S.A. | PLBNFTS00018 | 2.24% | 1.76% |
| Dino Polska S.A. | PLDINPL00011 | 2.28% | 1.66% |
| Rzeczpospolita Polska | PL0000118188 | 6.25% | 1.61% |
| Rzeczpospolita Polska | PL0000118774 | 1.92% | 1.41% |
| Rzeczpospolita Polska | PL0000117198 | 1.32% | 1.79% |
| Rzeczpospolita Polska | PL0000117024 | 1.24% | 1.66% |
| Alior Bank S.A. | PLALIOR00045 | 3.42% | 1.16% |
| Rzeczpospolita Polska | PL0000116851 | 4.73% | 1.09% |
| Rzeczpospolita Polska | PL0000118519 | 0.95% | 1.05% |
| Develia S.A. | PLLCCRP00017 | 0.85% | 0.84% |
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