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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
KBC Equity Fund- North America Cap: holdings, performance and fees
1Y return+21.9%
3Y return+58.1%
5Y return+57.6%
OCF (ongoing charge)1.79%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 7.9% |
| ALPHABET INC. | 6.8% |
| APPLE INC. | 5.9% |
| BROADCOM INC | 3.6% |
| MICROSOFT CORPORATION | 3.4% |
| AMAZON.COM, INC. | 3.1% |
| APPLIED MATERIALS, INC. | 2.2% |
| MICRON TECHNOLOGY, INC. | 1.9% |
| META PLATFORMS, INC. | 1.9% |
| JPMORGAN CHASE & CO. | 1.8% |
Top sectors
- Information Technology37.4%
- Financials15.5%
- Communications11.3%
- Industrials11.0%
- Health Care8.2%
Top countries
- USA92.1%
- Canada8.0%
- Money Market0.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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