FUNDS - KBC ECO Fund Climate Change
Last update on: 28/10/2021

Fundname
KBC ECO Fund Climate Change

Investment Trusts
KBC Asset Management
Asset Manager
KBC Asset Management

Fund data (Equity Fund)

   
Fund size

(as of 28/03/2019)

24.47 mil. EUR
Share class size

(as of 30/09/2021)

62.89 mil. EUR
ISIN BE0946844272
Fund price (as of 28/10/2021)
Offer n.s.
Bid 852.87 Euro

Growth (as of 28/10/2021) *

   
10 Years 160.00 %
5 Years 69.30 %
3 Years 64.91 %
1 Year 44.40 %
Current year 21.88 %
Benchmark Referenzindex MSCI World

* in Euro (€)

Master data of Funds
ISINBE0946844272
Launch date 02/01/2007
Available in AT, BE, CZ, DE, FR, LU, NL
Fund type Equity Fund
Kind of fund Sustainable issues Fund / Climate-/ Environmental Technology fund
Aim of investment The sub-fund Climate Change invests in a broad selection of companies dealing with mitigation and adaption to climate change or taking efforts in reducing the climate gas emissions.
Investment strategy The portfolio is focusing on sectors as water, clean power generation, renewable energy, energy efficiency, waste management, waste-recycling and emission trading. At least 50% of the business volume of the companies must be generated within sectors related to sustainability. In case of best-in-class-companies this value is limited to at least 10%.
Investment process The investment portfolio will be independently reviewed by an internal team of analysts to ensure compliance with the in-house SRI approach.
An external panel of leading scientists and experts from different disciplines provides an additional control. The stock selection by the Fund Manager is therefore based on a quantitative and fundamental financial analysis.
Positive criteria none
Negative criteria for stocks and corporate bonds Governance:
- violations of the UN Global Compact

Ethical and Social:
- tobacco
- violations of human rights
- violations of the ILO protocol
- weapons/armaments

Other:
- business connections to countries with human rights violations
- environmental offences

Negative criteria for government bonds Other:
- corruption

Research done by SRI-house team and external service providers: EIRIS, Asset4, Ethix SRI Advisors
 

 

 

*no exclusion but part of the analysis