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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
KBC Equity Fund - We Digitize Responsible Investing Cap: holdings, performance and fees
1Y return+55.1%
3Y return+129.6%
5Y return+135.3%
OCF (ongoing charge)1.93%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 7.5% |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED | 7.1% |
| ALPHABET INC. | 5.3% |
| APPLE INC. | 4.8% |
| BROADCOM INC | 4.5% |
| ADVANCED MICRO DEVICES, INC. | 4.3% |
| MICROSOFT CORPORATION | 4.2% |
| MICRON TECHNOLOGY, INC. | 3.6% |
| AMAZON.COM, INC. | 3.4% |
| ASML HOLDING NV | 3.3% |
Top sectors
- Health Care90.3%
- Financials8.4%
- Information Technology0.7%
- Real Estate0.6%
- Money Market0.0%
Top countries
- United States of America71.8%
- Taiwan12.0%
- Korea, Republic of5.3%
- Netherlands4.2%
- Japan3.0%
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.
PORTFOLIO BREAKDOWN