Amundi Stabilnego Wzrostu

Fund ID: SQF-000033 · Manager: Amundi TFI · Data as of: 2026-06-30

Amundi Stabilnego Wzrostu (SQF-000033) is an investment fund managed by Amundi TFI tracked by SQUERY. It is classified in the "mieszane polskie stabilnego wzrostu" category, investing in Poland, with a low risk level. As of 2026-06-30, its portfolio holds 75 positions across 62 issuers, with SKARB PAŃSTWA RZECZYPOSPOLITEJ POLSKIEJ the largest position at 23.70%. Performance: +7.07% year-to-date, +10.51% over 1 year, — over 3 years.

Category
mieszane polskie stabilnego wzrostu
Geographic focus
Poland
Risk level (SRI)
Low
Benchmark
10% WIBOR O/N + 25% (WIBOR 6M + 0,5%) + 40% Bloomberg Series-E Poland Govt 1-3 Yr Bond Index + 25% WIG
Assets under management
61,16 mln PLN
Management fee
1,75%
Returns (as of 2026-08-26)
PeriodReturn
Year to date+7.07%
1 year+10.51%
3 years
5 years
Top holdings (as of 2026-06-30)
#Issuer / InstrumentISINWeight
1SKARB PAŃSTWA RZECZYPOSPOLITEJ POLSKIEJPL000011685123.70%
2SKARB PAŃSTWA RZECZYPOSPOLITEJ POLSKIEJPL000011818819.73%
3SKARB PAŃSTWA RZECZYPOSPOLITEJ POLSKIEJPL00001189984.64%
4SKARB PAŃSTWA RZECZYPOSPOLITEJ POLSKIEJPL00001152914.07%
5POWSZECHNA KASA OSZCZĘDNOŚCI BANK POLSKI S.A.PLPKO00000162.47%
6BEST S.A.PLBEST0004732.22%
7ORLEN S.A.PLPKN00000182.19%
8KRUK S.A.PLO1636000601.98%
9ALLEGRO.EU SOCIETE ANONYMELU22373807901.95%
10UNIBEP S.A.PLUNBEP001141.94%

View the full interactive profile for Amundi Stabilnego Wzrostu on SQUERY →