Rockbridge Neo Konserwatywny Plus

Fund ID: SQF-001467 · Manager: Rockbridge TFI · Data as of: 2026-06-30

Rockbridge Neo Konserwatywny Plus (SQF-001467) is an investment fund managed by Rockbridge TFI tracked by SQUERY. As of 2026-06-30, its portfolio holds 24 positions across 22 issuers, with WZ1129 the largest position at 24.68%. Performance: +2.66% year-to-date, +4.15% over 1 year, +17.14% over 3 years, +25.96% over 5 years.

Returns (as of 2026-08-26)
PeriodReturn
Year to date+2.66%
1 year+4.15%
3 years+17.14%
5 years+25.96%
Top holdings (as of 2026-06-30)
#Issuer / InstrumentISINWeight
1WZ1129PL000011192824.68%
2WZ1128PL000011569723.96%
3WZ0330PL000011719818.34%
4WZ1127PL000011455912.16%
5KGH0631PLO0236000112.65%
6WZ0528PL00001103832.36%
7SPL0927PLBZ000003582.36%
8PEO1027PLPEKAO002891.64%
9PKO0328PLPKO00001071.44%
10ENA0530PLO1296000301.43%

View the full interactive profile for Rockbridge Neo Konserwatywny Plus on SQUERY →