Важно! Препоръчваме ви при достъпване на сайта www.ubbam.bg да използвате браузер различен от Internet Explorer.
Contacts
Contact us
for the territory of Bulgaria
International number
through the contact form
KBCMain Markets
KBC Equity Fund World Responsible Investing
An equity fund that invests in a broad range of companies worldwide with the aim of achieving long-term capital growth.
Description
KBC Equity Fund World Responsible Investing aims to achieve the highest possible return by investing primarily in a worldwide selection of shares. Investments may come from any region, sector or theme. 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 (however, specific turnover tresholds apply, for example to 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 World 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.
по-отбранителен
по-динамичен
| Fund Type | Fund in shares |
| ISIN code | BE6307728129 |
| Management company | KBC Asset Management NV |
| Depository bank | KBC Bank NV |
| Distributor | UBB AD |
| Inception date | 05.11.2018 |
| Currency | EUR |
Contact us
Domestic line
Consultation with an expert
Use the experience and knowledge of a professional consultant
