inPZU Puls Życia 2060

Fund ID: SQF-000308 · Manager: PZU TFI · Data as of: 2026-06-30

inPZU Puls Życia 2060 (SQF-000308) 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 podwyższone risk level. As of 2026-06-30, its portfolio holds 156 positions across 106 issuers, with Pekao S.A the largest position at 9.35%. Performance: +17.76% year-to-date, +25.20% over 1 year, +82.83% over 3 years, +76.79% over 5 years.

Category
mieszane zagraniczne pozostałe
Geographic focus
Globalny
Risk level (SRI)
Podwyższone
Benchmark
45% WIG + 30% MSCI World Net TR Index + 25% Treasury BondSpot Poland Index
Assets under management
55,16 mln PLN
Management fee
0,50%
Returns (as of 2026-08-26)
PeriodReturn
Year to date+17.76%
1 year+25.20%
3 years+82.83%
5 years+76.79%
Top holdings (as of 2026-06-30)
#Issuer / InstrumentISINWeight
1Pekao S.A9.35%
2POWSZECHNA KASA OSZCZĘDNOŚCI BANK POLSKI SPÓŁKA AKCYJNAPLPKO00000164.76%
3Medinice SAPLMDNCE000164.41%
4Benefit Systems S.A.PLBNFTS000183.58%
5Skarb Państwa Rzeczypospolitej PolskiejPL00001152913.55%
6Bank Gospodarstwa KrajowegoPL00005004762.67%
7KGHM Polska Miedź S.A.PLKGHM0000172.52%
8Skarb Państwa Rzeczypospolitej PolskiejPL00001181702.45%
9Bank Polska Kasa Opieki S.A.PLPEKAO000162.42%
10LPP S.A.PLLPP00000112.30%

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