Pekao PPK 2035
Fund ID: SQF-000102 · Manager: Pekao TFI · Data as of: 2026-03-31
Pekao PPK 2035 (SQF-000102) is an investment fund managed by Pekao TFI tracked by SQUERY. It is classified in the "zdefiniowanej daty PPK 2035" category, investing in Poland, with a medium risk level. As of 2026-03-31, its portfolio holds 140 positions across 111 issuers, with Rzeczpospolita Polska the largest position at 11.75%. Performance: +13.44% year-to-date, +18.41% over 1 year, +59.97% over 3 years, +66.93% over 5 years.
- Category
- zdefiniowanej daty PPK 2035
- Geographic focus
- Poland
- Risk level (SRI)
- Medium
- Benchmark
- fundusz nie posiada benchmarku
- Assets under management
- 676,23 mln PLN
- Management fee
- 0,21%
| Period | Return |
|---|---|
| Year to date | +13.44% |
| 1 year | +18.41% |
| 3 years | +59.97% |
| 5 years | +66.93% |
| # | Issuer / Instrument | ISIN | Weight |
|---|---|---|---|
| 1 | Rzeczpospolita Polska | PL0000116851 | 11.75% |
| 2 | Rzeczpospolita Polska | PL0000113783 | 7.14% |
| 3 | Rzeczpospolita Polska | PL0000118188 | 6.03% |
| 4 | Rzeczpospolita Polska | PL0000118519 | 5.05% |
| 5 | Rzeczpospolita Polska | PL0000117743 | 3.83% |
| 6 | iShares Core MSCI World | IE00B4L5Y983 | 3.28% |
| 7 | Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 3.14% |
| 8 | LPP S.A. | PLLPP0000011 | 2.99% |
| 9 | Bank Gospodarstwa Krajowego | PL0000500476 | 2.66% |
| 10 | Bank Gospodarstwa Krajowego | PL0000500468 | 2.63% |
View the full interactive profile for Pekao PPK 2035 on SQUERY →