inPZU Złoto

Fund ID: SQF-000322 · Manager: PZU TFI · Data as of: 2026-06-30

inPZU Złoto (SQF-000322) is an investment fund managed by PZU TFI tracked by SQUERY. It is classified in the "rynku surowców - metale szlachetne" category, investing in Globalny, with a podwyższone risk level. As of 2026-06-30, its portfolio holds 28 positions across 22 issuers, with WisdomTree Metal Securities Ltd the largest position at 9.30%. Performance: +3.31% year-to-date, — over 1 year, — over 3 years.

Category
rynku surowców - metale szlachetne
Geographic focus
Globalny
Risk level (SRI)
Podwyższone
Benchmark
100% LBMA Gold Price Index
Assets under management
42,13 mln PLN
Management fee
0,50%
Returns (as of 2026-08-26)
PeriodReturn
Year to date+3.31%
1 year
3 years
5 years
Top holdings (as of 2026-06-30)
#Issuer / InstrumentISINWeight
1WisdomTree Metal Securities LtdJE00B1VS37709.30%
2iShares Physical Metals plcIE00B4ND36029.28%
3Xtrackers ETC PLCDE000A2T0VU59.13%
4INVESCO PHYSICAL MARKETS PUBLIC LIMITED COMPANYIE00B579F3259.04%
5HANetf ETC Securities PLCXS21153363364.40%
6WisdomTree Commodity Securities LtdGB00B15KXX564.36%
7Aberdeen Standard InvestmentsUS00326A10434.29%
8Amundi Physical Metals PLCFR00134167164.28%
9UBS Fund Management (Switzerland) AGCH01060271934.27%
10Merk Investments LLCUS92107810124.26%

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