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KBC Institutional US Equity Cap

Ranked 118 out of 877 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 : 31/10/2016 - 31/10/2017
  • Rank 118/877 Total Return
  • Rank 399/877 Standard Deviation
  • Rank 1/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 1.9% 6.3%
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 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).