Pekao PPK 2060
Fund ID: SQF-000107 · Manager: Pekao TFI · Data as of: 2026-06-30
Pekao PPK 2060 (SQF-000107) is an investment fund managed by Pekao TFI tracked by SQUERY. It is classified in the "zdefiniowanej daty PPK 2060" category, investing in Poland, with a podwyższone risk level. As of 2026-06-30, its portfolio holds 129 positions across 100 issuers, with Rzeczpospolita Polska the largest position at 6.37%. Performance: +20.98% year-to-date, +27.60% over 1 year, +89.07% over 3 years, +94.72% over 5 years.
- Category
- zdefiniowanej daty PPK 2060
- Geographic focus
- Poland
- Risk level (SRI)
- Podwyższone
- Benchmark
- fundusz nie posiada benchmarku
- Assets under management
- 81,17 mln PLN
- Management fee
- 0,22%
| Period | Return |
|---|---|
| Year to date | +20.98% |
| 1 year | +27.60% |
| 3 years | +89.07% |
| 5 years | +94.72% |
| # | Issuer / Instrument | ISIN | Weight |
|---|---|---|---|
| 1 | Rzeczpospolita Polska | PL0000116851 | 6.37% |
| 2 | State Street SPDR MSCI World UCITS ETF | IE00BFY0GT14 | 5.78% |
| 3 | Rzeczpospolita Polska | PL0000118188 | 5.58% |
| 4 | Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 5.29% |
| 5 | LPP S.A. | PLLPP0000011 | 4.22% |
| 6 | Allegro.eu S.A. | LU2237380790 | 3.43% |
| 7 | Rzeczpospolita Polska | PL0000118998 | 2.99% |
| 8 | Alior Bank S.A. | PLALIOR00045 | 2.87% |
| 9 | Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 2.83% |
| 10 | Benefit Systems S.A. | PLBNFTS00018 | 2.73% |
View the full interactive profile for Pekao PPK 2060 on SQUERY →