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Case Mix (0P0000191P)

Stockholm

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223.690 -1.650 -0.73%

11/03 - Delayed Data. Currency in SEK

Type: Fund

Market: Sweden

Issuer: Catella Fondförvaltning AB

ISIN: SE0001396110

Asset Class: Equity

Morningstar Rating:
Total Assets: 163.64M

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0P0000191P Holdings

Comprehensive information about top holdings and Key Holding Information for the Catella Balanserad (0P0000191P) fund. Our Catella Balanserad 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	8.030	20.600	12.570
Stocks	58.260	58.260	0.000
Bonds	33.600	33.600	0.000
Convertible	0.090	0.090	0.000
Other	0.020	0.020	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.127	16.216
Price to Book	2.281	2.514
Price to Sales	1.673	1.936
Price to Cash Flow	10.682	12.069
Dividend Yield	2.856	2.367
5 Years Earnings Growth	9.611	10.193

Sector Allocation

Name	Net %	Category Average
Technology	20.210	17.561
Industrials	19.690	23.159
Financial Services	19.670	17.977
Healthcare	10.730	11.704
Communication Services	8.390	6.606
Consumer Cyclical	6.650	8.524
Consumer Defensive	5.970	5.653
Real Estate	4.670	3.941
Basic Materials	3.450	4.443
Utilities	0.550	1.477
Energy	0.020	0.886

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Catella Sverige Hållbart Beta A	SE0000577272	20.83	791.530	-1.34%
Handelsbanken Global Index Criteria (A1 SEK)	SE0011309707	20.55	528.140	-1.96%
Catella Avkastningsfond	SE0000577280	14.80	142.310	-0.01%
Case Högräntefond B	SE0020847275	13.40	-	-
Catella Credit Opportunity	SE0002949784	13.05	142.510	-0.06%
Handelsbanken Emerging Markets Index (A1 SEK)	SE0011338409	5.65	205.150	-1.01%
Handelsbanken Global Smֳ¥bolag Index Criteria A1 S	SE0010323675	4.10	171.440	-2.19%
Handelsbanken MSCI USA Index	SE0004139780	3.84	877.810	-2.22%
Case All Star	SE0010134288	3.46	190.610	-1.54%

Top Equity Funds by Case Kapitalförvaltning AB

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Catella Sverige Hallbart Beta A		965.29M	10.68	7.46	8.78
	Catella Sverige Hallbart Beta B		965.29M	10.69	7.68	9.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Catella Balansera.	223.690	-1.650	-0.73%
	JPMorgan Global B.	10.620	-0.020	-0.19%