KBC Asset Management ISIN BE6338756974

KBC Equity World Responsible Investing

KBC Equity World Responsible Investing is an equity fund from KBC Asset Management, ISIN BE6338756974.

  • Equity
  • Equity Global

KBC Equity Fund World Responsible Investing aims to achieve the highest possible return by investing primarily in a worldwide selection of shares. Investments may come from any region, sector or theme. The fund pursues responsible investing objectives based on a dualistic approach: a negative screening and a positive selection methodology. The negative screening entails that the fund may not invest in assets of companies that are excluded based on exclusion criteria (however, specific turnover thresholds apply, for example to tobacco, gambling activities and weapons). More information on the exclusion policy can be found at www.kbc.be/investment-legal-documents > Exclusion policy for Responsible Investing funds. The positive selection methodology is a combination of portfolio targets and supporting sustainable development. Portfolio targets are based on a reduction in greenhouse gas intensity and an improvement in ESG characteristics versus its benchmark. Sustainable development is supported by investing in companies contributing to the achievement of the UN Sustainable Development Goals. More information on the positive selection methodology and the concrete goals of the fund can be found at www.kbc.be/investment-legal-documents > Investment policy for Responsible Investing funds and in the annex to the prospectus for this fund.

How the fund has returned, and where it ranks among peers. Returns to Mar 2026 end, GBP net total return.
+12.2% Q2
1 year return
+33.6%
3 year return
–
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
  • 1 month −6.5%
  • 3 months −4.2%
  • Ongoing charge (OCF)

Macro events and this fund

Recent events and how the fund moved after. A measured move, not a cause.

Macro events and this fund

Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.

Performance, risk and facts

Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.

Against its benchmark

How the fund compares with its benchmark over the same period.

Risk

How bumpy the ride has been, plus the regulatory risk rating.

Risk figures are not available for this fund.

Fund facts

Legal and cost facts for a client note. As reported by the manager.
ISIN
BE6338756974
Management company
KBC Asset Management S.A.
Ongoing charge
Share class launch date
10 Jan 2023
Domicile
BE

What a sum would have become

What an amount would have grown to over the period.
n/a

Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Mar 2026. Fund size is shown in GBP.

Managed by KBC Asset Management

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