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KBC Renta Emurenta Cap

Ranked 47 out of 175 in - Euro over 12 months
All calculations are in EUR unless stated

Managed by

Ludo Geris

Objective

The portfolio of the KBC Renta Emurenta fund is primarily invested in securities, with preference being given to bonds denominated in EUR. The fund invests at least 75% of its assets in bonds and debt instruments with an investment grade rating (at least BBB-/Baa3 (long-term) or A3/F3/P3 (short-term)) from at least one of the following rating agencies: Moody's, S&P or Fitch. The fund may also invest up to 25% of its assets in bonds and debt instruments with a lower rating or that have not been assigned a rating by any of the aforementioned rating agencies.

Showing fund performance in Luxembourg View performance globally

Performance

Euro over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.9%
2017 -0.2% -1.5% 0.5% 0.4% 0.4%
2016 1.9% 2.5% 1.4% 0.5% -2.4%
2015 1.5% 2.9% -4.1% 2.2% 0.6%
2014 11.6% 3.9% 3.0% 2.6% 1.6%
2013 1.8% 0.1% -0.3% 1.0% 1.1%
2012 8.0% 1.0% 0.4% 3.6% 2.8%
2011 4.6% -1.6% 1.6% 4.3% 0.3%
2010 0.8% 1.8% -0.4% 2.8% -3.3%
2009 5.5% -1.7% 2.5% 4.4% 0.3%
2008 0.9% 1.2% -3.3% 2.0% 1.1%
2007 1.1% 0.0% -1.4% 1.7% 0.8%
2006 -0.7% -1.7% -1.2% 2.8% -0.5%
2005 4.7% 0.9% 3.3% 0.7% -0.3%
2004 6.7% 2.6% -1.1% 2.3% 2.9%
2003 3.2% 1.4% 2.8% -0.4% -0.5%
2002 8.9% -0.2% 2.6% 4.2% 2.1%
2001 6.2% 2.8% -0.7% 3.1% 0.9%
2000 7.9% 1.9% 1.0% 1.1% 3.7%
1999 4.5% 3.2% 1.3% -2.4% 2.4%

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
  8. Spain

Fund Info

  • Launch date16/11/1998
  • Share Class size01Mn
  • Base currency
  • ISIN LU0093435989

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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