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KBC Institutional US Equity Cap

Ranked 154 out of 867 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 chiefly in shares listed on US exchanges. All sectors may be taken into consideration.

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 154/867 Total Return
  • Rank 305/867 Standard Deviation
  • Rank 62/867 Max Drawdown
Fund Name Currency Return
152 Frk US Opp Corp Class U$-A USD

17.7%

153 Actimacif 5 USD

17.7%

154 KBC Institutional US Equity Cap USD

17.7%

155 Taylor Partners Class A USD

17.7%

156 RBC Regent Strategy US Dollar Equity B USD

17.7%

Fund Name Currency Loss
60 BBVA Bancomer USA 2 SA de CV SIRV A USD

-1.4%

61 DKB Nordamerika Fonds TNL USD

-1.4%

62 KBC Institutional US Equity Cap USD

-1.4%

63 Legg Mason Brandywine Gl Dyn US Eq A USD Acc USD

-1.4%

64 Fidelity U.S. All Cap Fund B USD

-1.4%

64 JPM US A Acc USD

-1.4%

64 RBC Private U.S. Large-Cap Core Equity CN Pl Sr O

Currency exposure is hedged

Currency exposure is hedged

CAD

-1.4%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 1.9%
2016 9.9% -2.8% 1.7% 5.0% 6.0%
2015 -1.0% 2.7% 0.3% -7.8% 4.3%
2014 9.5% 1.8% 5.1% 0.4% 2.0%
2013 34.2% 12.1% 2.0% 6.7% 10.0%
2012 14.2% 11.8% -3.7% 6.1% -0.1%
2011 2.0% 7.9% -0.1% -15.8% 12.4%
2010 16.9% 6.6% -10.2% 10.3% 10.7%
2009 23.1% -9.9% 14.9% 13.8% 4.5%
2008 -37.5% -9.7% 0.8% -11.3% -22.6%
2007 10.8% 2.6% 7.1% 2.8% -1.9%
2006 10.4% 4.4% -2.9% 3.4% 5.3%
2005 4.6% -2.5% 1.3% 4.9% 1.0%
2004 9.9% 0.8% 1.6% -2.3% 9.8%
2003 28.0% -3.0% 15.3% 2.4% 11.8%
2002 -23.5% -0.5% -14.7% -16.7% 8.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Czech Republic

Fund Info

  • Launch date07/12/2001
  • Share Class size31Mn
  • Base currencyUSD
  • ISIN BE0058442485

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.35%
  • Initial investment3

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