Goldman Sachs Emerytura 2035
Fund ID: SQF-000295 · Manager: Goldman Sachs TFI · Data as of: 2025-12-31
Goldman Sachs Emerytura 2035 (SQF-000295) is an investment fund managed by Goldman Sachs TFI tracked by SQUERY. It is classified in the "zdefiniowanej daty PPK 2035" category, investing in Poland, with a medium risk level. As of 2025-12-31, its portfolio holds 215 positions across 134 issuers, with HSBC MSCI WORLD UCITS ETF the largest position at 5.97%. Performance: +11.47% year-to-date, +16.44% over 1 year, +57.31% over 3 years, +61.30% over 5 years.
- Category
- zdefiniowanej daty PPK 2035
- Geographic focus
- Poland
- Risk level (SRI)
- Medium
- Benchmark
- fundusz nie posiada benchmarku
- Assets under management
- 502,65 mln PLN
- Management fee
- 0,35%
| Period | Return |
|---|---|
| Year to date | +11.47% |
| 1 year | +16.44% |
| 3 years | +57.31% |
| 5 years | +61.30% |
| # | Issuer / Instrument | ISIN | Weight |
|---|---|---|---|
| 1 | HSBC MSCI WORLD UCITS ETF | IE00B4X9L533 | 5.97% |
| 2 | SPDR MSCI WORLD UCITS ETF | IE00BFY0GT14 | 5.83% |
| 3 | SKARB PAŃSTWA RZECZYPOSPOLITEJ POLSKIEJ | PL0000116760 | 4.70% |
| 4 | POWSZECHNA KASA OSZCZĘDNOŚCI BANK POLSKI S.A. | PLPKO0000016 | 3.61% |
| 5 | SKARB PAŃSTWA RZECZYPOSPOLITEJ POLSKIEJ | PL0000115291 | 3.33% |
| 6 | BANK GOSPODARSTWA KRAJOWEGO | PL0000500450 | 3.32% |
| 7 | SKARB PAŃSTWA RZECZYPOSPOLITEJ POLSKIEJ | PL0000116851 | 3.12% |
| 8 | SKARB PAŃSTWA RZECZYPOSPOLITEJ POLSKIEJ | PL0000113783 | 2.85% |
| 9 | SKARB PAŃSTWA RZECZYPOSPOLITEJ POLSKIEJ | PL0000115697 | 2.50% |
| 10 | SKARB PAŃSTWA RZECZYPOSPOLITEJ POLSKIEJ | PL0000118188 | 2.38% |
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