{"id":12178,"date":"2026-09-25T13:00:25","date_gmt":"2026-09-25T13:00:25","guid":{"rendered":"https:\/\/ofero.news\/?p=12178"},"modified":"2026-09-25T13:00:25","modified_gmt":"2026-09-25T13:00:25","slug":"intercapital-to-provide-bucharest-stock-exchange-with-etf-tracking-top-30-polish-stocks","status":"publish","type":"post","link":"https:\/\/ofero.news\/?p=12178","title":{"rendered":"InterCapital to provide Bucharest Stock Exchange with ETF tracking top 30 Polish stocks"},"content":{"rendered":"<p><strong>bold text<\/strong> The fund tracks the WIG30 Total Return Index, providing exposure to 30 of the largest and most liquid companies listed on the Warsaw Stock Exchange through a single investment instrument. The listing will give Romanian investors access through BVB to a portfolio spanning Polish banking, retail, energy, mining, technology, and other sectors.<\/p>\n<p>With the listing, InterCapital will have five ETFs on the Bucharest Stock Exchange, offering investors access to Romanian, Slovenian and Croatian equities, as well as Romanian euro-denominated government bonds.<\/p>\n<p>\u201cRomanian investors are increasingly looking for opportunities to diversify their portfolios, and Poland is a natural addition to the range of markets available through our ETFs. Its listed companies include major financial institutions, energy and industrial businesses, as well as consumer brands that many Romanian investors already know,\u201d stated Kre\u0161o Vugrin\u010di\u0107, Chairman of the Management Board at InterCapital ETF.<\/p>\n<p>Launched in May 2026 and already listed on the Zagreb and Ljubljana Stock Exchanges, the InterCapital Poland WIG30TR UCITS ETF had approximately EUR 12 million in assets under management as of 31 August 2026. The planned Bucharest listing will extend the fund\u2019s regional availability, following the intention announced at launch to bring the product to Romanian investors.<\/p>\n<p>The ETF is a passively managed fund that invests directly in the shares underlying its benchmark. The \u201cTotal Return\u201d component of the WIG30TR index means that its calculation includes dividends alongside share-price movements.<\/p>\n<p>The ETF likewise reinvests dividend income rather than distributing it to investors. Its annual total expense ratio, which reflects the fund\u2019s ongoing operating costs, is 0.60%.<\/p>\n<p>Financial companies represented the largest portfolio allocation at approximately 41.8% as of 31 August 2026, followed by consumer discretionary businesses at 15.3%, materials at 11.1% and energy at 9.6%. The remaining allocation spans consumer staples, communication services, industrials and other sectors.<\/p>\n<p>The portfolio\u2019s financial holdings include PKO Bank Polski, Bank Pekao and PZU, providing exposure to Poland\u2019s banking and insurance sectors. Energy group Orlen and copper producer KGHM are also among the fund\u2019s largest holdings, giving investors access to major businesses in the Polish energy and materials sectors.<\/p>\n<p>The portfolio also includes companies with an established presence in Romanian consumers\u2019 daily lives, such as LPP, the owner of Reserved and Sinsay, Pepco, and \u017babka Group, which is present in Romania through the Froo convenience store chain. Other holdings include Allegro, one of Poland\u2019s leading e-commerce platforms, and CD Projekt, the developer behind The Witcher and Cyberpunk 2077 video game franchises.<\/p>","protected":false},"excerpt":{"rendered":"<p>bold text The fund tracks the WIG30 Total Return Index, providing exposure to 30 of the largest and most liquid companies listed on the Warsaw Stock Exchange through a single investment instrument. The listing will give Romanian investors access through BVB to a portfolio spanning Polish banking, retail, energy, mining, technology, and other sectors. With [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12178","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/ofero.news\/index.php?rest_route=\/wp\/v2\/posts\/12178","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ofero.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ofero.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/ofero.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12178"}],"version-history":[{"count":0,"href":"https:\/\/ofero.news\/index.php?rest_route=\/wp\/v2\/posts\/12178\/revisions"}],"wp:attachment":[{"href":"https:\/\/ofero.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12178"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ofero.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12178"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ofero.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12178"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}