Gamma

Fund ID: SQF-000062 · Manager: PKO TFI · Data as of: 2026-06-30

Gamma (SQF-000062) is an investment fund managed by PKO TFI tracked by SQUERY. It is classified in the "papierów dłużnych polskich krótkoterminowych uniwersalne" category, investing in Poland, with a low risk level. As of 2026-06-30, its portfolio holds 71 positions across 28 issuers, with RZECZPOSPOLITA POLSKA the largest position at 15.89%. Performance: +2.74% year-to-date, +4.35% over 1 year, +19.33% over 3 years, +28.71% over 5 years.

Category
papierów dłużnych polskich krótkoterminowych uniwersalne
Geographic focus
Poland
Risk level (SRI)
Low
Benchmark
80% GPWB-BWZ + 20% GPWB-B1Y3Y + 0,45%
Assets under management
401,23 mln PLN
Management fee
0,94%
Returns (as of 2026-08-26)
PeriodReturn
Year to date+2.74%
1 year+4.35%
3 years+19.33%
5 years+28.71%
Top holdings (as of 2026-06-30)
#Issuer / InstrumentISINWeight
1RZECZPOSPOLITA POLSKAPL000011192815.89%
2RZECZPOSPOLITA POLSKAPL000011719811.24%
3RZECZPOSPOLITA POLSKAPL00001181706.58%
4RZECZPOSPOLITA POLSKAPL00001053914.85%
5GOLDMAN SACHS GROUP INC/THEXS27082166973.49%
6RZECZPOSPOLITA POLSKAPL00001177433.41%
7BGKPL00005003283.29%
8RUMUNIAXS21788572852.96%
9RZECZPOSPOLITA POLSKAPL00001186002.65%
10RUMUNIAXS25384407802.54%

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