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KBC Institutional US Equity Cap

Ranked 217 out of 889 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 : 31/12/2016 - 31/12/2017
  • Rank 217/889 Total Return
  • Rank 235/889 Standard Deviation
  • Rank 1/889 Max Drawdown
Fund Name Currency Risk
233 IA Clarington Sarbit US Equity Cl UnHgd Sr A USD

4.4

233 United US Equity Value Currency Hdg Corp Cl E

Currency exposure is hedged

Currency exposure is hedged

CAD

4.4

235 United US Equity Alpha Corporate Class W USD

4.4

235 ASR Fonds Amerika Fonds USD

4.4

235 LCL Actions USA ISR (Euro)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.4

235 KBC Institutional US Equity Cap USD

4.4

235 Aberdeen American Opportunities USD

4.4

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 22.9% 5.1% 1.9% 6.3% 7.9%
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 size15Mn
  • Base currency
  • 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).