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

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1,076.120 +0.320    +0.03%
19/12 - Closed. Currency in EUR
Type:  Fund
Market:  Belgium
Issuer:  KBC Asset Management N.V.
ISIN:  BE6290497476 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 280.46M
Horizon KBC ExpertEase SRI Dynamic Balanced EUR In 1,076.120 +0.320 +0.03%

Horizon - Kbc Dynamic Balanced Responsible Investing Classic Shares Dis Overview

 
Find basic information about the Horizon - Kbc Dynamic Balanced Responsible Investing Classic Shares Dis mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0001B7FP MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: BE6290497476)
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Rating
1-Year Change10.96%
Prev. Close1,075.8
Risk Rating
TTM Yield0%
ROE16.59%
IssuerKBC Asset Management N.V.
Turnover5.42%
ROA5.86%
Inception DateJan 31, 2017
Total Assets280.46M
ExpensesN/A
Min. InvestmentN/A
Market Cap24.38B
CategoryEUR Moderate Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1061 992 1143 972 1113 -
Fund Return 6.12% -0.83% 14.28% -0.95% 2.16% -
Place in category 1890 2995 1819 2096 1523 -
% in Category 62 95 57 83 70 -

Top Equity Funds by KBC Asset Management NV

  Name Rating Total Assets YTD% 3Y% 10Y%
  Pricos Cap 6.08B 6.68 0.05 4.17
  Sivek - Global Medium Cap 1.68B 8.60 1.09 3.30
  Sivek - Global Medium Dis 249.76M 6.75 0.51 3.12
  BE0152245529 56.06M 18.39 1.01 5.64
  BE0175478057 284.58M 6.00 1.85 8.39

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  BE6294263304 11.47B 7.70 -0.31 3.25
  BE6294267347 11.47B 7.80 -0.20 -
  Star Fund capitalisation 4.56B 4.08 0.40 4.00
  BE6258738077 4.16B 8.87 1.34 3.54
  ING B Collect Portfolio Personal PC 3.44B 12.91 2.22 5.16

Top Holdings

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 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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