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KBC Equity New Markets Cap

Ranked 384 out of 834 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Objective

The sub-fund is actively managed and its objective is to invest at least 75% of its assets in shares of companies in countries that have the capacity for accelerated economic growth in the short or medium term. This relates more specifically to countries in Asia, Latin America and Central and Eastern Europe. The volatility of the net asset value may be high due to the composition of the portfolio.

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

Performance

Global Emerging Markets over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.6% -8.7%
2017 37.9% 11.9% 5.5% 8.8% 7.4%
2016 9.5% 6.2% 0.2% 8.2% -5.0%
2015 -16.2% 2.4% 0.0% -17.8% -0.4%
2014 -1.2% -0.3% 7.0% -3.4% -4.2%
2013 -6.9% -2.3% -8.9% 4.2% 0.4%
2012 18.0% 13.7% -8.8% 7.8% 5.6%
2011 -19.8% 0.7% -1.7% -22.5% 4.6%
2010 16.9% 2.1% -9.2% 16.8% 8.1%
2009 75.0% 1.0% 34.4% 20.7% 6.8%
2008 -54.3% -10.8% -0.2% -27.0% -29.7%
2007 32.9% 0.9% 13.3% 12.5% 3.3%
2006 30.5% 10.7% -3.5% 4.2% 17.3%
2005 31.8% 1.8% 3.9% 17.6% 5.9%
2004 21.6% 8.8% -9.7% 7.7% 14.9%
2003 51.6% -8.1% 23.0% 14.0% 17.6%
2002 -9.8% 8.5% -7.1% -18.2% 9.3%
2001 -3.7% -5.2% 2.0% -21.2% 26.3%
2000 -27.5% 1.9% -11.0% -11.7% -9.5%
1999 57.8% 3.3% 28.7% -5.4% 25.6%
1998 -29.1% 2.2% -26.0% -21.9% 20.1%
1997 -17.7% 3.9% 8.6% -4.1% -23.9%
1996 19.0% 9.2% 5.2% -2.1% 5.8%
1995 -6.3% -11.6% 5.6% 1.5% -1.2%
1994 -21.4% -13.5% -5.7% 14.5% -15.8%
1993 62.0% 6.2% 3.7% 6.8% 37.8%
1992 18.0% 15.6% 1.0% -8.0% 9.8%
1991 -2.6% 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date17/04/1991
  • Share Class size52Mn
  • Base currency
  • ISIN BE0126164640

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.60%

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