All you need to get started with ETF selection and analysis. Create your account now →

Help us improve your experience. Please confirm your investor type:

ETF What's Up

Don’t Miss a Move in the ETF Market

Sign up and keep track of everything that moved the ETF industry this week. From new launches to regulatory shifts across the Atlantic.

ETF What's Up

You may unsubscribe at any time by clicking the “unsubscribe” link within the emailed newsletter. By signing up, you agree to our Privacy Policy and Terms and Conditions.

ETF IssuersPZUETFPZUW20M40
ETF screener
ETFPZUW20M40
PLPZUTR00013
Active ETFEquity

ETFPZUW20M40 ETF · PZU ETF WIG20 TR + mWIG40 TR PORTFELOWY FIZ

The ETFPZUW20M40 Exchange Traded Fund (ETF) is provided by PZU. This fund is actively managed; it does not track an index. The dividend policy is capitalization.
Real-time data unavailable for ETFPZUW20M40
LIVE
CLOSED
Last price
N/A
1M perf.
N/A
1M flows
N/A
AuM
N/A
TER
N/A
Rating
Not rated
ESG Consensus®
esg grade icon
ETFPZUW20M40
N/A

Performance & flows

Performance & flows
Graph
Data will be available soon for this fund
ETFPZUW20M40
N/A
N/A
N/A

Historic performance and flows

1M3M1Y3Y5YMTDQTD
YTD
Perf.N/AN/AN/AN/AN/AN/AN/AN/A
Flows

Key fund info

Main characteristics
Issuer
ISIN
PLPZUTR00013
AuM
€0
TER
0%
ESG Consensus®
esg grade icon
More details
NAV
1/1/1970
N/A
1D NAV change
N/A
Dividend policy
No. of holdings
N/A
Inception date
3/17/2026
Jurisdiction
Poland
Distribution
Poland
Legal structure
Open-end Fund
Base currency
PLN
Classification
Product type
Asset class
Factors
N/A
Investment strategy
PZU ETF WIG20TR + mWIG40TR is a passive fund investing in shares of the 60 largest Polish companies listed on the Warsaw Stock Exchange. The fund benchmark is composed of two total-return indices in a 50% WIG20 TR (large caps) + 50% mWIG40 TR (mid caps) ratio. This investment strategy provides broad exposure to the Polish equity market, while placing greater emphasis on mid-cap companies than their market capitalisation alone would imply. The fund uses physical replication, i.e. it directly purchases shares of the constituent companies – although it may also invest in futures contracts.
Tax optimisation
PEA
France
UK Reporting Status
United Kingdom
Create a free Trackinsight Essentials account to unlock insights
Access exclusive metrics and features to support your investment decisions.
half moonhalf moon double
New to Trackinsight?
For individual investors

Trackinsight
Essentials

A forever free toolbox for fund selection, analysis, research, and ETF portfolio construction.
More fund data
Compare up to 3 funds
More screener filters
Choose your own screener columns from 100+ metrics
Lists for saving your research
Portfolio construction and analysis
Personal dashboard for live monitoring
For professional investors

Trackinsight
Enterprise

Trackinsight Enterprise addresses the everyday operational, regulatory, and analytical pain points faced by professional and institutional ETF investors, from selection to execution.
Request a free trial
More professional services:ETF Data ServicesDue Diligence Services

Advertisement

Risk profile

Historical risk/return profile

Data will be available soon for this fund.
Synthetic Risk and Reward Indicator (SRRI)
UCITS
N/A
PRIIPS
N/A
More exposure metrics are available, exclusively in Trackinsight Enterprise

Exposure

The ETFPZUW20M40 ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.

To find out more about ETFPZUW20M40's exposure, please refer to the as provided by PZU.

More risk metrics are available, exclusively in Trackinsight Enterprise

Sustainability

Integrates ESG criteria
Yes
SDG
More sustainability metrics are available, exclusively in Trackinsight Enterprise

Issuer

PZU
PZU ID Card
Number of funds
3
Total AuM
€0
Expense ratio range
-
Average expense ratio
0%

Frequently asked questions about ETFPZUW20M40

What does PZU ETF WIG20 TR + mWIG40 TR PORTFELOWY FIZ, ETFPZUW20M40, invest in?

ETFPZUW20M40 is a Active ETF. This ETF provides exposure to Equities.

When was ETFPZUW20M40 launched?

ETFPZUW20M40 was introduced to the market on March 17, 2026. It trades on Poland

Who is the ETF issuer of ETFPZUW20M40?

PZU ETF WIG20 TR + mWIG40 TR PORTFELOWY FIZ, ETFPZUW20M40, is provided by PZU. Learn more about PZU here.

Does ETFPZUW20M40 distribute dividends?

ETFPZUW20M40 follows a capitalizing, meaning it reinvests income within the fund.

What is the base currency of ETFPZUW20M40?

The base currency of ETFPZUW20M40 is PLN.

Advertisement

Trackinsight

About Trackinsight

Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.

Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.

In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.

This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.

Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.

More about Trackinsight
© 2014-2026 Trackinsight SA. All rights reserved.
Privacy policy  |  Cookie policy  |    |  Terms of use  |  Imprint
Trackinsight