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KBC Equity Satellites

Ranked 3322 out of 3355 in - Global over 12 months
All calculations are in USD unless stated

Objective

The fund aims to generate a return by investing, directly or indirectly (maximum 10% of its assets through funds), at least 75% of its assets in a globally diversified selection of shares. The asset manager has considerable freedom when selecting the shares, which occurs under a thematic approach. As a result, the fund can continually be invested to varying degrees in one or more highly specific themes. Examples of themes are companies with a family shareholder structure, holding companies that are undervalued relative to their intrinsic value, and global companies that achieve a substantial proportion of their sales in growth countries.

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

Performance

Global over : 31/10/2017 - 31/10/2018
  • Rank 3322/3355 Total Return
  • Rank 2770/3355 Standard Deviation
  • Rank 3303/3355 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% -7.1% -3.0%
2017 23.4% 7.7% 5.6% 5.8% 2.5%
2016 -5.3% -5.2% -4.9% 8.0% -2.8%
2015 3.2% 6.8% -1.2% -8.0% 6.3%
2014 -7.2% -1.7% 1.9% -5.2% -2.3%
2013 32.9% 3.3% 6.2% 9.0% 11.2%
2012 23.0% 15.9% -7.6% 10.8% 3.6%
2011 -11.5% 4.6% -1.0% -19.0% 5.4%
2010 11.0% 2.5% -13.3% 16.8% 6.9%
2009 23.4% 20.3% 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Luxembourg

Fund Info

  • Launch date02/02/2009
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN BE0948574117

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment3.00%

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