inPZU Puls Życia 2050

Fund ID: SQF-000307 · Manager: PZU TFI · Data as of: 2026-06-30

inPZU Puls Życia 2050 (SQF-000307) is an investment fund managed by PZU TFI tracked by SQUERY. It is classified in the "mieszane zagraniczne pozostałe" category, investing in Globalny, with a medium risk level. As of 2026-06-30, its portfolio holds 173 positions across 114 issuers, with Medinice SA the largest position at 4.54%. Performance: +15.94% year-to-date, +22.91% over 1 year, +76.75% over 3 years, +75.23% over 5 years.

Category
mieszane zagraniczne pozostałe
Geographic focus
Globalny
Risk level (SRI)
Medium
Benchmark
40% WIG + 35% Treasury BondSpot Poland Index + 25% MSCI World Net TR Index
Assets under management
341,64 mln PLN
Management fee
0,50%
Returns (as of 2026-08-26)
PeriodReturn
Year to date+15.94%
1 year+22.91%
3 years+76.75%
5 years+75.23%
Top holdings (as of 2026-06-30)
#Issuer / InstrumentISINWeight
1Medinice SAPLMDNCE000164.54%
2Skarb Państwa Rzeczypospolitej PolskiejPL00001152914.38%
3POWSZECHNA KASA OSZCZĘDNOŚCI BANK POLSKI SPÓŁKA AKCYJNAPLPKO00000164.24%
4Pekao S.A3.86%
5Skarb Państwa Rzeczypospolitej PolskiejPL00001181883.19%
6Benefit Systems S.A.PLBNFTS000183.16%
7KGHM Polska Miedź S.A.PLKGHM0000172.32%
8Bank Polska Kasa Opieki S.A.PLPEKAO000162.32%
9Skarb Państwa Rzeczypospolitej PolskiejPL00001137832.27%
10Bank Gospodarstwa KrajowegoPL00005004762.15%

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