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Expat Poland WIG20 UCITS ETF
ISIN BGPLWIG04173
|Ticker PLX
TER
1.38% p.a.
Distribution policy
Accumulating
Replication
Physical
Fund size
CHF 2 m
Inception Date
21 December 2017
Holdings
20
Overview
Descrizione
The Expat Poland WIG20 UCITS ETF seeks to track the WIG 20 index. The WIG 20 index tracks the 20 largest Polish stocks on the Warsaw Stock Exchange.
Grafico
Nozioni di base
Data
| Indice | WIG 20 |
| Focus di investimento | Equity, Poland |
| Dimensione del fondo | CHF 2 mln |
| Indicatore sintetico di spesa (TER) | 1.38% p.a. |
| Replicazione | Fisica (Replica totale) |
| Struttura legale | ETF |
| Approccio di investimento | Solo posizione lunga |
| Sostenibilità | No |
| Valuta dell'ETF | EUR |
| Rischio di cambio | Senza copertura valutaria |
| Volatilità ad 1 anno (in CHF) | 19.97% |
| Data di lancio/ quotazione | 21 December 2017 |
| Politica di distribuzione | Accumulazione |
| Frequenza di distribuzione | - |
| Domicilio del fondo | Bulgaria |
| Emittente | expatcapital |
| Struttura del fondo | - |
| Conformità agli UCITS | Si |
| Amministratore | - |
| Gestore | |
| Banca depositaria | Eurobank Bulgaria |
| Società di Revisione | Ernst & Young |
| Fine dell'anno fiscale | 31 December |
| Rappresentante svizzero | NO |
| Banca agente svizzera | NO |
| Germania | Unknown |
| Svizzera | Unknown |
| Austria | Unknown |
| Regno Unito | Unknown |
| Italia | - |
| Tipo di indice | Indice dei prezzi |
| Controparte dello Swap | - |
| Gestore del collaterale | |
| Prestito titoli | No |
| Controparte del prestito titoli |
Simili ETF
Questa sezione fornisce informazioni su altri ETF con un obiettivo di investimento simile a quello di Expat Poland WIG20 UCITS ETF.
Simili ETF attraverso le guide agli investimenti
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Partecipazioni
Di seguito sono riportate le informazioni sulla composizione di Expat Poland WIG20 UCITS ETF.
Prime 10 partecipazioni
Peso delle prime 10 partecipazioni
su 20
80.78%
| PKO Bank Polski | 15.29% |
| ORLEN SA | 13.98% |
| KGHM Polska Miedz SA | 9.31% |
| Allegro.eu SA | 8.53% |
| Bank Polska Kasa Opieki SA | 8.51% |
| Powszechny Zaklad Ubezpieczen SA | 7.75% |
| Erste Bank Polska SA | 5.78% |
| LPP SA | 5.11% |
| mBank | 3.37% |
| Dino Polska | 3.15% |
Paesi
| Poland | 86.85% |
| Luxembourg | 11.63% |
| United Kingdom | 1.34% |
| Other | 0.18% |
Settori
| Finance | 44.34% |
| Consumer Non-Cyclicals | 16.12% |
| Energy | 13.98% |
| Non-Energy Materials | 11.57% |
| Other | 13.99% |
Al 26/08/2026
Offerte piano di accumulo con gli ETF
Here you can find information about the savings plan availability of the ETF. You can use the table to compare all savings plan offers for the selected savings rate.
Annuncio pubblicitario
Seleziona l'importo del risparmio:
| Broker | Classifica | Costi | Costi di custodia | |
|---|---|---|---|---|
 | 0.00 CHF | 0.00 CHF | View offer* |
Detailed comparison of all offers
Source: justETF Research; as of 10/2026. The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of ETF savings plans. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
*Affiliate link
** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable AG. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.
*Affiliate link
** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable AG. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.
Rendimenti
Panoramica dei rendimenti
| YTD | +28,05% |
| 1 mese | -1,87% |
| 3 mesi | +8,25% |
| 6 mesi | +16,67% |
| 1 anno | +41,89% |
| 3 anni | +98,11% |
| 5 anni | +25,00% |
| Dal lancio (MAX) | -11,02% |
| 2025 | +38,98% |
| 2024 | -3,28% |
| 2023 | +32,61% |
| 2022 | -39,47% |
Rendimenti mensili nella mappa del calore
Rischio
I rendimenti dell'ETF includono la distribuzione dei dividendi (se presenti).
Panoramica del rischio
| Volatilità a 1 anno | 19,97% |
| Volatilità a 3 anni | 26,88% |
| Volatilità a 5 anni | 36,57% |
| Rendimento per rischio a 1 anno | 2,10 |
| Rendimento per rischio a 3 anni | 0,95 |
| Rendimento per rischio a 5 anni | 0,12 |
| Maximum drawdown ad 1 anno | -9,09% |
| Maximum drawdown a 3 anni | -20,83% |
| Maximum drawdown a 5 anni | -58,33% |
| Maximum drawdown dal lancio | -70,59% |
Volatilità di 1 anno
Borsa valori
Listing
| Quotazione | Valuta di negoziazione | Ticker | Bloomberg / iNAV codice Bloomberg | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| Stuttgart Stock Exchange | EUR | PLX | - - | - - | - |
| XETRA | EUR | PLX | PLX GY PLXIV INDEX | PLXG.DE 0Q5VINAV.DE | Lang & Schwarz |
Further information
Frequently asked questions
What is the name of PLX?
The name of PLX is Expat Poland WIG20 UCITS ETF.
What is the ticker of Expat Poland WIG20 UCITS ETF?
The primary ticker of Expat Poland WIG20 UCITS ETF is PLX.
What is the ISIN of Expat Poland WIG20 UCITS ETF?
The ISIN of Expat Poland WIG20 UCITS ETF is BGPLWIG04173.
What are the costs of Expat Poland WIG20 UCITS ETF?
The total expense ratio (TER) of Expat Poland WIG20 UCITS ETF amounts to 1.38% p.a.. These costs are withdrawn continuously from the fund assets and already included in the performance of the ETF. You don't have to pay them separately. Please have a look at our article for more information about the cost of ETFs.
Is Expat Poland WIG20 UCITS ETF paying dividends?
Expat Poland WIG20 UCITS ETF is an accumulating ETF. This means that dividends are not distributed to investors. Instead, dividends are reinvested in the fund on the ex-date, which leads to an increase of the ETF's share price.
What's the fund size of Expat Poland WIG20 UCITS ETF?
The fund size of Expat Poland WIG20 UCITS ETF is 2m CHF. See the following article for more information about the size of ETFs.
— Dati forniti da: Trackinsight, etfinfo, Xignite Inc., gettex, FactSet e justETF GmbH. Le quotazioni sono in tempo reale (gettex) o presentano un ritardo di circa 15 minuti rispetto alle quotazioni in tempo reale sulle borse valori o ai NAV pubblicati ogni giorno dall’emittente del fondo).
Per impostazione predefinita, i rendimenti degli ETF includono la distribuzione dei dividendi (se presenti). Non c'è nessuna garanzia per la completezza, la precisione e la correttezza delle informazioni esposte.