Allianz Plan Emerytalny 2035
Fund ID: SQF-000282 · Manager: Allianz TFI · Data as of: 2025-12-30
Allianz Plan Emerytalny 2035 (SQF-000282) is an investment fund managed by Allianz TFI tracked by SQUERY. It is classified in the "zdefiniowanej daty PPK 2035" category, investing in Poland, with a medium risk level. As of 2025-12-30, its portfolio holds 140 positions across 78 issuers, with Skarb Państwa the largest position at 8.16%. Performance: +10.90% year-to-date, +16.55% over 1 year, +55.27% over 3 years, +56.08% over 5 years.
- Category
- zdefiniowanej daty PPK 2035
- Geographic focus
- Poland
- Risk level (SRI)
- Medium
- Benchmark
- fundusz nie posiada benchmarku
- Assets under management
- 789,02 mln PLN
- Management fee
- 0,40%
| Period | Return |
|---|---|
| Year to date | +10.90% |
| 1 year | +16.55% |
| 3 years | +55.27% |
| 5 years | +56.08% |
| # | Issuer / Instrument | ISIN | Weight |
|---|---|---|---|
| 1 | Skarb Państwa | PL0000117990 | 8.16% |
| 2 | Skarb Państwa | PL0000113783 | 6.33% |
| 3 | Skarb Państwa | PL0000116851 | 5.33% |
| 4 | Skarb Państwa | PL0000115291 | 4.47% |
| 5 | Skarb Państwa | PL0000117370 | 4.24% |
| 6 | Skarb Państwa | PL0000112736 | 4.19% |
| 7 | ETF_iShares Core MSCI World UCITS ETF | IE00B4L5Y983 | 3.35% |
| 8 | Powszechna Kasa Oszczednosci Bank Polski SA | PLPKO0000016 | 3.27% |
| 9 | Skarb Państwa | PL0000118519 | 2.87% |
| 10 | ETF_iShares Core S&P 500 UCITS ETF | IE00B5BMR087 | 2.78% |
View the full interactive profile for Allianz Plan Emerytalny 2035 on SQUERY →