Millennium Emerytura 2055

Fund ID: SQF-001509 · Manager: Millennium TFI · Data as of: 2026-06-30

Millennium Emerytura 2055 (SQF-001509) is an investment fund managed by Millennium TFI tracked by SQUERY. As of 2026-06-30, its portfolio holds 88 positions across 82 issuers, with FIDELITY UCITS II SICAV the largest position at 13.64%. Performance: +16.88% year-to-date, +23.34% over 1 year, +71.06% over 3 years, +67.70% over 5 years.

Returns (as of 2026-08-26)
PeriodReturn
Year to date+16.88%
1 year+23.34%
3 years+71.06%
5 years+67.70%
Top holdings (as of 2026-06-30)
#Issuer / InstrumentISINWeight
1FIDELITY UCITS II SICAVIE00BJ06BY1913.64%
2Rzeczpospolita Polska - DS1034PL00001168519.84%
3POWSZECHNA KASA OSZCZĘDNOŚCI BANK POLSKI S.A.PLPKO00000165.50%
4FIDELITY UCITS II SICAVIE00BJ06BZ265.13%
5Rzeczpospolita Polska - DS1033PL00001152914.89%
6ORLEN S.A.PLPKN00000184.46%
7BANK POLSKA KASA OPIEKI S.A.PLPEKAO000163.30%
8KGHM POLSKA MIEDŹ S.A.PLKGHM0000173.01%
9LPP S.A.PLLPP00000112.78%
10POWSZECHNY ZAKŁAD UBEZPIECZEŃ S.A.PLPZU00000112.69%

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