Millennium Plan Spokojny

Fund ID: SQF-001498 · Manager: Millennium TFI · Data as of: 2026-06-30

Millennium Plan Spokojny (SQF-001498) is an investment fund managed by Millennium TFI tracked by SQUERY. As of 2026-06-30, its portfolio holds 54 positions across 29 issuers, with ISHARES GLOBAL AGGREGATE BOND ESG UCITS ETF the largest position at 15.58%. Performance: +2.19% year-to-date, +4.56% over 1 year, +19.60% over 3 years, +10.62% over 5 years.

Returns (as of 2026-08-26)
PeriodReturn
Year to date+2.19%
1 year+4.56%
3 years+19.60%
5 years+10.62%
Top holdings (as of 2026-06-30)
#Issuer / InstrumentISINWeight
1ISHARES GLOBAL AGGREGATE BOND ESG UCITS ETFIE000HQY8R7815.58%
2PIMCO GIS GLOBAL BOND FUNDIE000246105511.11%
3HSBC GLOBAL FUNDS ICAV - GLOBAL AGGREGATE BOND UCITSIE0007SZHO079.93%
4PIMCO GIS GLOBAL BOND ESG FUNDIE00BYXVTY447.40%
5JPMORGAN GLOBAL AGGREGATE BOND ACTIVE UCITS ETFIE0003CEOZG56.90%
6JP MORGAN FUNDS - AGGREGATE BOND FUNDLU04304934856.09%
7VANGUARD GLOBAL AGGREGATE BOND UCITS ETFIE00BG47KJ785.18%
8AMUNDI EUR SHORT TERM HIGH YIELD CORPORATE BOND ESG UCITS ETFLU16171649983.49%
9XTRACKERS II ROLLING TARGET MATURITY SEPT 2027 EUR HIGH YIELD UCITS ETFLU11099398653.48%
10Unmapped issuer3.39%

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