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This fund aims to generate a return by investing primarily in shares of companies that cater for products and services that consumers perceive as adding value beyond their basic needs.
KBC Equity Fund We Like Responsible Investing aims to generate a return by investing primarily in shares of companies that cater for products and services that consumers perceive as adding value beyond their basic needs.
KBC Equity Fund We Like Responsible Investing aims to generate a return by investing primarily in shares of companies that cater for products and services that consumers perceive as adding value beyond their basic needs, such as: Sport, Travel and culture, Restaurants, takeaway meals and fast food, Cosmetics and beauty products, Media and gaming, Luxury goods, Pets and care, Personal mobility, E-commerce, Wealth management etc. A current overview can be found at www.kbc.be/thematic-funds. The fund pursues responsible investing objectives based on a dualistic approach: a negative screening and a positive selection methodology. The negative screening entails that the fund may not invest in assets of companies that are excluded based on exclusion criteria (including tobacco, gambling activities and weapons). More information on the exclusion policy can be found at www.kbc.be/investment-legal-documents > Exclusion policy for Responsible Investing funds. The positive selection methodology is a combination of portfolio targets and supporting sustainable development. Portfolio targets are based on a reduction in greenhouse gas intensity and an improvement in ESG characteristics versus its benchmark. Sustainable development is supported by investing in companies contributing to the achievement of the UN Sustainable Development Goals. More information on the positive selection methodology and the concrete goals of the fund can be found at www.kbc.be/investment-legal-documents > Investment policy for Responsible Investing funds and in the annex to the prospectus for this fund. KBC Equity Fund We Like Responsible Investing is actively managed with reference to the following benchmark: MSCI All Countries World - Net Return Index ( www.MSCI.com). However, is not the aim of the fund to replicate the benchmark. The composition of the benchmark is taken into account when compiling the portfolio.In line with its investment policy, the fund may not invest in all the instruments included in the benchmark. When compiling the portfolio, the manager may also decide to invest in instruments that are not included in the benchmark, or indeed not to invest in instruments that are included. Due to the above responsible investing methodology, the portfolio's composition may differ from the benchmark's.
Fund Type | Fund in shares |
ISIN code | BE0171890065 |
Management company | KBC Asset Management NV |
Depository bank | KBC Bank NV |
Distributor | UBB AD |
Inception date | 1.10.1999 |
Currency | EUR |
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