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Horizon - Kbc Dynamic Balanced Responsible Investing Classic Shares Dis (0P0001B7FP)

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1,065.290 +5.380    +0.51%
08/11 - Delayed Data. Currency in EUR
Type:  Fund
Market:  Belgium
Issuer:  KBC Asset Management N.V.
ISIN:  BE6290497476 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 279.06M
Horizon KBC ExpertEase SRI Dynamic Balanced EUR In 1,065.290 +5.380 +0.51%

0P0001B7FP Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Horizon KBC ExpertEase SRI Dynamic Balanced EUR In (0P0001B7FP) fund. Our Horizon KBC ExpertEase SRI Dynamic Balanced EUR In portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 9.180 9.840 0.660
Shares 60.740 70.620 9.880
Bonds 29.650 31.130 1.480
Preferred 0.390 0.390 0.000
Other 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.260 16.803
Price to Book 1.758 2.529
Price to Sales 1.159 1.842
Price to Cash Flow 5.184 10.680
Dividend Yield 2.751 2.449
5 Years Earnings Growth 11.995 11.325

Sector Allocation

Name  Net % Category Average
Financial Services 23.420 15.383
Technology 20.350 20.416
Consumer Cyclical 11.780 10.669
Industrials 10.840 11.804
Healthcare 9.680 13.019
Basic Materials 9.670 5.177
Consumer Defensive 5.060 7.591
Utilities 3.580 3.541
Communication Services 2.710 6.744
Real Estate 1.760 3.975
Energy 1.150 4.081

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 552

Number of short holdings: 20

Name ISIN Weight % Last Change %
Stand & Poors Mar 18 - 4.59 - -
Euro - Stoxx 50 Mar 18 - 4.44 - -
Belgium 17/18 0.00% - 3.13 - -
Netherlands 18/18 0.00% - 3.12 - -
KBC Bonds SRI High Interest acc LU1124088607 2.46 - -
French Republic 17/18 0.00% - 1.90 - -
French Republic 18/18 0.00% - 1.22 - -
Euro Schatz Sep 18 - 0.96 - -
  Bank of America US0605051046 0.91 45.86 -0.48%
  Microsoft US5949181045 0.88 423.03 +1.20%

Top Equity Funds by KBC Asset Management NV

  Name Rating Total Assets YTD% 3Y% 10Y%
  Pricos Cap 6.08B 3.85 0.93 4.27
  Sivek - Global Medium Cap 1.67B 5.23 1.78 3.35
  Sivek - Global Medium Dis 248.19M 3.44 1.20 3.17
  BE0152245529 58.78M 18.39 1.01 5.64
  BE0175478057 297.36M 7.90 5.84 9.05
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