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Case Mix (0P0000191P)

Stockholm

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232.100 +0.790 +0.34%

00:00:00 - Closed. Currency in SEK

Morningstar Rating:
Total Assets: 161.27M

Type: Fund

Market: Sweden

Issuer: Catella Fondförvaltning AB

ISIN: SE0001396110

Asset Class: Equity

General
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Technical
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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	7.280	19.810	12.530
Stocks	57.080	57.080	0.000
Bonds	35.620	35.620	0.000
Other	0.020	0.020	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.671	15.774
Price to Book	2.202	2.517
Price to Sales	1.594	1.903
Price to Cash Flow	10.226	11.950
Dividend Yield	3.012	2.386
5 Years Earnings Growth	9.310	10.616

Sector Allocation

Name	Net %	Category Average
Financial Services	20.460	18.048
Technology	20.140	17.761
Industrials	18.960	22.519
Healthcare	10.030	11.923
Communication Services	8.350	6.417
Consumer Cyclical	6.820	8.509
Consumer Defensive	5.750	5.751
Real Estate	4.920	4.067
Basic Materials	3.960	4.499
Utilities	0.590	1.489
Energy	0.020	0.913

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 %
Handelsbanken Global Index Criteria (A1 SEK)	SE0011309707	20.46	606.640	+0.29%
Catella Sverige Hållbart Beta A	SE0000577272	19.74	781.650	+0.54%
Catella Avkastningsfond	SE0000577280	14.94	142.100	+0.05%
Case Högräntefond B	SE0020847275	13.52	-	-
Catella Credit Opportunity	SE0002949784	13.17	142.290	+0.07%
Handelsbanken Emerging Markets Index (A1 SEK)	SE0011338409	6.37	218.620	-0.22%
Handelsbanken Global Smֳ¥bolag Index Criteria A1 S	SE0010323675	4.04	206.580	+0.69%
Handelsbanken MSCI USA Index	SE0004139780	3.84	1,047.210	+0.34%
Case All Star	SE0010134288	3.34	208.202	+0.61%

Top Equity Funds by Case Kapitalförvaltning AB

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Catella Sverige Hallbart Beta A		903.77M	7.00	-2.86	9.26
	Catella Sverige Hallbart Beta B		903.77M	7.22	-2.66	9.48

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Catella Balansera.	232.100	+0.790	+0.34%