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PFR PPK 2065 vs UNIQA Emerytura 2065
PFR PPK 2065 and UNIQA Emerytura 2065 share 53 holdings, giving 53.3% portfolio overlap (36.3% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
53.3%Portfolio overlap
53Shared holdings
36.3%Weighted similarity
Side by side
- Metric
- PFR PPK 2065
- UNIQA Emerytura 2065
- Manager
- PFR 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
- 3,58 mln PLN
- 20,21 mln PLN
- Management fee
- 0,45%
- 0,45%
- Year to date
- +19.65%
- +17.97%
- 1 year
- +27.30%
- +24.61%
- 3 years
- +92.05%
- +84.00%
- 5 years
- +88.12%
- +86.98%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in PFR PPK 2065 | Weight in UNIQA Emerytura 2065 |
|---|---|---|---|
| iShares Core S&P 500 UCITS ETF (Acc) | IE00B5BMR087 | 12.07% | 4.90% |
| PKO BP S.A. | PLPKO0000016 | 5.92% | 4.52% |
| ORLEN S.A. | PLPKN0000018 | 5.90% | 3.17% |
| Allegro.eu société anonyme | LU2237380790 | 2.84% | 4.38% |
| PEKAO BANK POLSKA KASA OPIEKI S.A. | PLPEKAO00016 | 3.39% | 2.34% |
| LPP S.A. | PLLPP0000011 | 2.03% | 2.12% |
| POWSZECHNY ZAKŁAD UBEZPIECZEŃ S.A. | PLPZU0000011 | 2.84% | 1.82% |
| SKARB PAŃSTWA RZECZPOSPOLITEJ POLSKIEJ | PL0000117370 | 1.88% | 1.81% |
| ERSTE BANK POLSKA S.A. | PLBZ00000044 | 2.19% | 1.79% |
| BENEFIT SYSTEMS S.A. | PLBNFTS00018 | 1.76% | 2.94% |
| SKARB PAŃSTWA RZECZPOSPOLITEJ POLSKIEJ | PL0000116760 | 1.68% | 3.07% |
| SKARB PAŃSTWA RZECZPOSPOLITEJ POLSKIEJ | PL0000118188 | 1.61% | 1.77% |
| ZABKA GROUP S.A. | LU2910446546 | 1.44% | 1.54% |
| KGHM POLSKA MIEDŹ S.A. | PLKGHM000017 | 4.59% | 1.34% |
| SKARB PAŃSTWA RZECZPOSPOLITEJ POLSKIEJ | PL0000105391 | 1.40% | 1.22% |
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