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KBC Equity America Cap

Ranked 367 out of 917 in - US over 12 months
All calculations are in USD unless stated

Managed by

Michal Majchrzak

Objective

The fund aims to generate a return by investing at least 75% of its assets in the shares of companies from the United States of America and also from Canada. All sectors may be taken into consideration. The composition of this fund means that its price may fluctuate sharply.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/03/2017 - 31/03/2018
  • Rank 367/917 Total Return
  • Rank 373/917 Standard Deviation
  • Rank 479/917 Max Drawdown
Fund Name Currency Loss
478 Simplex Fund US Select B USD

-6.5%

479 LBPAM Actions US R USD

-6.5%

479 KBC Equity America Cap USD

-6.5%

479 CS (Lux) USA Value Equity Fund B USD USD

-6.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8%
2017 20.4% 5.1% 1.5% 5.9% 6.7%
2016 7.0% -2.5% 0.2% 4.3% 5.0%
2015 -2.0% 2.7% -0.9% -7.0% 3.6%
2014 8.4% 1.4% 5.2% 0.2% 1.4%
2013 33.9% 12.0% 1.8% 6.9% 10.0%
2012 13.6% 11.8% -3.9% 5.9% -0.2%
2011 1.6% 7.6% -0.4% -15.4% 12.1%
2010 16.0% 6.4% -10.0% 9.7% 10.4%
2009 21.2% -10.5% 14.5% 13.6% 4.1%
2008 -38.5% -10.3% 0.6% -11.1% -23.4%
2007 9.6% 2.3% 6.9% 2.5% -2.2%
2006 8.1% 4.7% -3.2% 2.1% 4.6%
2005 2.8% -3.5% 1.0% 4.6% 0.8%
2004 11.3% 0.7% 0.9% -1.0% 10.7%
2003 25.5% -3.9% 14.5% 2.2% 11.6%
2002 -25.7% -1.1% -15.0% -17.5% 7.2%
2001 -17.0% -13.3% 3.5% -14.9% 8.7%
2000 -9.2% 3.8% -2.5% -2.4% -8.2%
1999 14.4% 2.1% 1.8% -5.6% 16.5%
1998 29.6% 14.9% 2.7% -10.1% 22.3%
1997 28.2% 4.9% 14.4% 3.8% 2.9%
1996 23.2% 4.5% 5.2% 3.2% 8.6%
1995 27.6% 8.8% 7.5% 4.4% 4.5%
1994 -3.6% -6.5% -1.2% 3.4% 1.0%
1993 0.9% 1.9% -0.1% 1.5% -2.4%
1992 1.9% -2.2% -1.6% 0.6% 5.2%
1991 2.5% 8.7%

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 date17/04/1991
  • Share Class size16Mn
  • Base currency
  • ISIN BE0126162628

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 USD).