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Pekao PPK 2065 vs UNIQA Emerytura 2065
Pekao PPK 2065 and UNIQA Emerytura 2065 share 48 holdings, giving 37.1% portfolio overlap (24.1% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
37.1%Portfolio overlap
48Shared holdings
24.1%Weighted similarity
Side by side
- Metric
- Pekao PPK 2065
- UNIQA Emerytura 2065
- Manager
- Pekao TFI
- UNIQA TFI
- Category
- zdefiniowanej daty PPK 2065
- zdefiniowanej daty PPK 2065
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Podwyższone
- Medium
- Benchmark
- fundusz nie posiada benchmarku
- fundusz nie posiada benchmarku
- Assets under management
- 14,78 mln PLN
- 20,21 mln PLN
- Management fee
- 0,22%
- 0,45%
- Year to date
- +20.23%
- +17.97%
- 1 year
- +26.82%
- +24.61%
- 3 years
- +91.27%
- +84.00%
- 5 years
- +99.81%
- +86.98%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2065 | Weight in UNIQA Emerytura 2065 |
|---|---|---|---|
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 5.28% | 4.52% |
| Rzeczpospolita Polska | PL0000116851 | 4.73% | 4.14% |
| Allegro.eu S.A. | LU2237380790 | 3.56% | 4.38% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 2.44% | 2.34% |
| Benefit Systems S.A. | PLBNFTS00018 | 2.24% | 2.94% |
| LPP S.A. | PLLPP0000011 | 4.02% | 2.12% |
| Powszechny Zakład Ubezpieczeń S.A. | PLPZU0000011 | 2.78% | 1.82% |
| Rzeczpospolita Polska | PL0000118188 | 6.25% | 1.77% |
| Tauron Polska Energia S.A. | PLTAURN00011 | 0.88% | 0.93% |
| X-Trade Brokers S.A. | PLXTRDM00011 | 0.83% | 0.95% |
| Alior Bank S.A. | PLALIOR00045 | 3.42% | 0.79% |
| KGHM Polska Miedź S.A. | PLKGHM000017 | 0.76% | 1.34% |
| Grupa Kęty S.A. | PLKETY000011 | 1.13% | 0.73% |
| Rzeczpospolita Polska | PL0000115291 | 0.69% | 2.69% |
| Orlen S.A. | PLPKN0000018 | 0.69% | 3.17% |
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