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PFR PPK 2060 vs UNIQA Emerytura 2060
PFR PPK 2060 and UNIQA Emerytura 2060 share 58 holdings, giving 54.0% portfolio overlap (37.0% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
54.0%Portfolio overlap
58Shared holdings
37.0%Weighted similarity
Side by side
- Metric
- PFR PPK 2060
- UNIQA Emerytura 2060
- Manager
- PFR TFI
- UNIQA TFI
- Category
- zdefiniowanej daty PPK 2060
- zdefiniowanej daty PPK 2060
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Podwyższone
- Podwyższone
- Benchmark
- fundusz nie posiada benchmarku
- fundusz nie posiada benchmarku
- Assets under management
- 14,27 mln PLN
- 97,47 mln PLN
- Management fee
- 0,45%
- 0,45%
- Year to date
- +19.55%
- +18.38%
- 1 year
- +27.23%
- +25.28%
- 3 years
- +90.14%
- +86.15%
- 5 years
- +85.14%
- +82.68%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in PFR PPK 2060 | Weight in UNIQA Emerytura 2060 |
|---|---|---|---|
| iShares Core S&P 500 UCITS ETF (Acc) | IE00B5BMR087 | 11.60% | 4.90% |
| PKO BP S.A. | PLPKO0000016 | 5.79% | 4.75% |
| ORLEN S.A. | PLPKN0000018 | 5.80% | 3.48% |
| Allegro.eu société anonyme | LU2237380790 | 2.85% | 4.40% |
| PEKAO BANK POLSKA KASA OPIEKI S.A. | PLPEKAO00016 | 3.38% | 2.46% |
| LPP S.A. | PLLPP0000011 | 2.54% | 2.13% |
| POWSZECHNY ZAKŁAD UBEZPIECZEŃ S.A. | PLPZU0000011 | 2.91% | 1.86% |
| BENEFIT SYSTEMS S.A. | PLBNFTS00018 | 1.80% | 2.82% |
| ERSTE BANK POLSKA S.A. | PLBZ00000044 | 2.14% | 1.78% |
| SKARB PAŃSTWA RZECZPOSPOLITEJ POLSKIEJ | PL0000117370 | 1.72% | 2.08% |
| KGHM POLSKA MIEDŹ S.A. | PLKGHM000017 | 4.49% | 1.61% |
| SKARB PAŃSTWA RZECZPOSPOLITEJ POLSKIEJ | PL0000116760 | 1.60% | 2.49% |
| SKARB PAŃSTWA RZECZPOSPOLITEJ POLSKIEJ | PL0000117990 | 1.47% | 1.47% |
| ZABKA GROUP S.A. | LU2910446546 | 1.42% | 1.59% |
| SKARB PAŃSTWA RZECZPOSPOLITEJ POLSKIEJ | PL0000105391 | 1.22% | 1.30% |
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