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This fund pursues responsible investing objectives based on a dualistic approach: a negative screening and a positive selection methodology.
KBC Equity Fund We Live Responsible Investing aims to generate a return by investing primarily in shares of companies that cater for products and services that consumers need in everyday life, such as: utilities for water, internet and electricity, for example computer equipment, software and communication devices for everyday use, food and beverages, household goods etc.
The fund pursues responsible investing objectives based on a dualistic approach: a negative screening and a positive selection methodology. This approach will be gradually implemented in the portfolio from 2 September 2022. 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 carbon intensity and an improvement in ESG characteristics versus its benchmark. Sustainable development is supported by investing in companies that contribute to the achievement of the UN Sustainable Development Goals. More information on the positive selection methodology and the concrete goals of the compartment can be found at www.kbc.be/investment-legal-documents Investment policy for Responsible Investing funds.
KBC Equity Fund We Digitize Responsible Investing (USD) is actively managed and uses the following benchmark: MSCI All Countries World-Net Return Index (http://www.msci.com/) . For additional information please refer to the Key Information Document of the fund.
Fund Type | Fund in shares |
ISIN code | BE0170241062 |
Management company | KBC Asset Management NV |
Depository bank | KBC Bank NV |
Distributor | UBB AD |
Inception date | 26.02.1999 |
Currency | EUR |
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