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KBC Equity World Cap

Ranked 183 out of 365 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Jasper Dierckxs

Objective

The sub-fund is actively managed and its objective is to invest at least 75% of its assets in global selection of shares. The manager may overweight or underweight particular countries and/or sectors according to likely future developments. The volatility of the net asset value may be high due to the composition of the portfolio. The sub-fund's units (shares) were split into two on 22 December 2010.

Showing fund performance in Belgium View performance globally

Performance

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

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.3% 3.5%
2017 9.6% 5.4% -1.1% 2.8% 2.4%
2016 4.7% -7.4% 1.0% 3.8% 7.8%
2015 7.8% 16.3% -4.2% -9.6% 7.1%
2014 12.6% 1.5% 3.8% 3.6% 3.2%
2013 20.7% 8.6% -0.6% 5.3% 6.4%
2012 13.3% 9.0% -3.5% 6.5% 1.1%
2011 -7.2% -2.2% -2.2% -12.0% 10.2%
2010 19.5% 8.3% -3.0% 2.1% 11.5%
2009 32.8% -3.6% 16.0% 11.4% 6.6%
2008 -47.2% -18.3% 0.0% -10.6% -27.7%
2007 -1.2% 1.3% 5.7% -2.8% -5.2%
2006 3.4% 4.7% -7.6% 4.0% 2.7%
2005 24.8% 2.4% 7.9% 8.2% 4.4%
2004 1.9% 3.9% 0.9% -4.0% 1.4%
2003 6.1% -9.7% 9.6% 2.2% 4.9%
2002 -36.8% 0.5% -22.7% -19.3% 0.8%
2001 -18.7% -10.4% 4.7% -21.9% 10.9%
2000 -7.2% 7.8% -4.7% 3.2% -12.4%
1999 45.4% 9.8% 8.2% -3.6% 27.0%
1998 18.3% 17.5% 1.7% -20.3% 24.1%
1997 28.9% 11.6% 18.3% 3.4% -5.5%
1996 25.8% 9.3% 6.5% 1.9% 6.2%
1995 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/11/1976
  • Share Class size116Mn
  • Base currency
  • ISIN BE6213775529

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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