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KBC Multi Interest Currencies Institutional B Shrs

Ranked 133 out of 135 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Dieter Van de Voorde

Educated both in London and his home town of Antwerp, Dieter Van de Voorde is a fund manager at KBC Asset Management in Luxembourg where he has worked since 2006. He is responsible for numerous developed and emerging market European bond funds. Dieter was awarded with a Master's in Economics and in Finance. He is holder of the CAIA since 2013and holds an IFID certificate from ICMA. Outside of fund management he is an avid skier.

Objective

The fund aims to generate a potential return by investing primarily in bonds, debt instruments, money market instruments and/or time deposits denominated in currencies that offer a rate of return that is significantly higher than that offered by the euro. The value of the fund will be determined by movements in interest rates, the credit risk and the changes in the value of the currency of fixed-income financial instruments in which the fund invests against the euro and by the gain or loss realized by the fund on the aforementioned forward currency contracts. The portfolio has duration of up to one year.

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

Performance

Europe over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 -5.0% 0.5% -2.9% -1.8% -0.8%
2016 1.5% -1.1% 0.3% 0.9% 1.5%
2015 0.2% 6.9% -2.7% -5.4% 1.9%
2014 -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium

Fund Info

  • Launch date30/09/2014
  • Share Class size700Mn
  • Base currencyEUR
  • ISIN BE6270382110

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Initial investment0

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