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KBC Renta Short EUR Cap

Ranked 199 out of 222 in - Euro Short Term over 12 months
All calculations are in USD unless stated

Managed by

Kristina Dudejova

Objective

The portfolio of the KBC Renta Short EUR fund is primarily invested in securities, with preference being given to bonds denominated in Euros. The fund invests at least 75% of its assets in bonds and debt instruments with an investment grade rating (at least BBB-/Baa3 (long-term) or A3/F3/P3 (short-term)) from at least one of the following rating agencies: Moody's, S&P or Fitch. The fund may also invest up to 25% of its assets in bonds and debt instruments with a lower rating or that have not been assigned a rating by any of the aforementioned rating agencies.

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

Performance

Euro Short Term over : 31/12/2016 - 31/12/2017
  • Rank 199/222 Total Return
  • Rank 89/222 Standard Deviation
  • Rank 181/222 Max Drawdown
Fund Name Currency Return
197 BarReserve T USD

12.9%

198 Allianz Invest Stabil USD

12.8%

199 KBC Renta Short EUR Cap USD

12.8%

199 ART CapaMi UI R USD

12.8%

201 Aviva Investors Short Term European Bond B USD

12.8%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 12.8% 0.9% 6.5% 3.6% 1.3%
2016 -3.0% 5.0% -2.5% 1.1% -6.2%
2015 -10.0% -10.9% 3.3% 0.4% -2.6%
2014 -10.8% 0.9% -0.1% -7.4% -4.3%
2013 6.0% -2.4% 1.2% 4.8% 2.4%
2012 4.8% 3.1% -4.9% 3.2% 3.5%
2011 -1.0% 4.9% 2.9% -6.0% -2.4%
2010 -6.1% -5.4% -9.3% 11.4% -1.7%
2009 7.1% -2.4% 6.9% 5.2% -2.5%
2008 0.7% 10.0% -1.6% -8.6% 1.9%
2007 14.1% 1.5% 1.2% 7.1% 3.8%
2006 12.2% 1.9% 5.7% 0.1% 4.1%
2005 -11.8% -3.8% -5.1% -0.7% -2.7%
2004 11.6% -0.6% -1.9% 3.5% 10.6%
2003 23.4% 5.0% 7.1% 1.5% 8.2%
2002 25.9% -2.3% 15.5% 3.4% 8.0%
2001 -2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Slovakia
  9. Spain

Fund Info

  • Launch date18/09/2001
  • Share Class size05Mn
  • Base currency
  • ISIN LU0134871549

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment2.5

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