KBC Select Immo - We House Responsible Investing Classic Shares Dis/  BE0940483689  /

Fonds
NAV18/09/2024 Chg.-1.8300 Type de rendement Focus sur l'investissement Société de fonds
523.0500EUR -0.35% paying dividend Real Estate Worldwide KBC AM NV 

Stratégie d'investissement

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 (including tobacco, gambling activities and weapons). 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. Objectives The sub-fund invests primarily in an internationally diversified portfolio of real estate certificates, shares in real estate companies and real estate funds, and in other real estate-related securities of companies whose real estate solutions and services respond to urbanization, increasing global wealth, aging populations, advance of data and transformative technologies, such as: Residential real estate, Retail real estate, Leisure real estate, Healthcare real estate, Real estate developers, Office property, Real estate for data and communications, Storage and warehouses, Diversified real estate, Real estate service providers, etc.
 

Objectif d'investissement

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 (including tobacco, gambling activities and weapons). 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.
 

Opérations

Type de rendement: paying dividend
Fonds Catégorie: Real Estate
Région de placement: Worldwide
Branche: Real Estate Fund/Equity
Benchmark: -
Début de l'exercice: 01/09
Dernière distribution: 30/11/2023
Banque dépositaire: KBC Bank NV.
Domicile: Belgium
Permission de distribution: Austria, Germany, Czech Republic
Gestionnaire du fonds: -
Actif net: -
Date de lancement: 13/03/1998
Focus de l'investissement: -

Conditions

Surtaxe d'émission: 3.00%
Frais d'administration max.: 1.50%
Investissement minimum: - EUR
Deposit fees: 0.04%
Frais de rachat: 5.00%
Prospectus simplifié: Télécharger (Version imprimée)
 

Société de fonds

Société de fonds: KBC AM NV
Adresse: Havenlaan 2, 1080, Brüssel
Pays: Belgium
Internet: www.kbc.com/en/
 

Actifs

Stocks
 
100.00%

Pays

North America
 
64.56%
Pacific
 
21.03%
Euroland
 
12.75%
Europe ex Euro
 
1.66%

Branches

real estate
 
97.46%
Finance
 
1.33%
Consumer goods, cyclical
 
0.98%
Healthcare
 
0.23%