Morningstar

Belfius Equities China R2 Dis

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return €141.69  /  −0.18 %
  • Fund Size €104.7M
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution Low
  • Share Class Type —
  • Morningstar Category China Equity
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment €250,000
  • Investment Status Open
  • TTM Yield 2.11%
  • Turnover Ratio 85%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will Belfius Equities China R2 Dis outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable Belfius Equities China R2 Dis’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Belfius Equities China R2 Dis management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of Belfius Equities China R2 Dis’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Belfius Equities China R2 Dis holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prosus NV Ordinary Shares - Class N

8.93 11M
Consumer Cyclical

Alibaba Group Holding Ltd Ordinary Shares

8.27 10M
Consumer Cyclical

China Construction Bank Corp Class H

7.58 9M
Financial Services

Industrial And Commercial Bank Of China Ltd Class H

4.95 6M
Financial Services

Ping An Insurance (Group) Co. of China Ltd Class H

3.28 4M
Financial Services

Cash Eur

3.06 4M
Cash and Equivalents

Xiaomi Corp Class B

3.01 4M
Technology

BYD Co Ltd Class H

2.77 3M
Consumer Cyclical

China Life Insurance Co Ltd Class H

2.63 3M
Financial Services

NetEase Inc Ordinary Shares

2.51 3M
Communication Services

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