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KBC Eco CSOB Water Cap

Ranked 30 out of 31 in - Global Themes over 12 months
All calculations are in EUR unless stated

Objective

The fund invests at least 75% of its assets in companies that operate on a sustainable basis and that generate a substantial proportion of their turnover in the water sector. The companies have to satisfy a number of basic criteria regarding the environment, human rights, the trade and manufacture of arms, and nuclear energy. The basic criteria are set out by KBC Asset Management in co-operation with the Independent Environmental Advisory Committee. Screening is carried out by KBC Asset Management’s Sustainable and Socially Responsible Investment Department and the Environmental Advisory Committee.

Showing fund performance in Belgium View performance globally

Performance

Global Themes over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.1% -2.1%
2017 19.3% 4.6% 3.5% 3.5% 6.4%
2016 12.9% 0.2% 6.6% 3.6% 2.1%
2015 2.3% 6.3% -0.6% -10.0% 7.6%
2014 0.6% 2.5% 3.3% -4.1% -1.0%
2013 23.3% 10.4% -1.3% 8.7% 4.1%
2012 25.3% 17.8% -8.1% 8.7% 6.4%
2011 -11.6% 2.1% -1.4% -14.9% 3.3%
2010 17.8% 8.8% -12.2% 11.7% 10.5%
2009 23.6% -9.7% 21.1% 10.6% 2.1%
2008 -39.2% -6.7% 7.5% -12.5% -30.7%
2007 -5.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. France
  5. Germany
  6. Luxembourg

Fund Info

  • Launch date01/08/2007
  • Share Class size1,053Mn
  • Base currencyCZK
  • ISIN BE0947250453

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Annual management2.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).