• Asset test

• Key Investor Information Document (KIID)

The Key Investor Information Document will help you understand the nature of investment funds and the risks associated with them. In this way, the document enables you to make well-informed investment decisions.

• Reorganisation of KBC’s fund offering

It is sometimes necessary, in the investor’s interest, to merge or liquidate a sub-fund or investment fund. Find out more in this overview.

• Press releases

Here, you can consult the press releases on prospectus updates (only available in French), the involved sub-funds and the period during which a cost-free redemption of parts, taxes exempt, is possible.

• Where are the assets in which your investment fund invests?
  
  A custodian literally takes custody of the assets in which your investment fund invests. They also perform a number of checks. Read here about who has assumed this important task for your investment fund.
  
  
• Update on the tax on custody accounts
  
  In the summer of 2017, the government decided to implement tax on custody accounts from 2018. The act came into force on 10 March 2018.
  A summary of the scope of this act is provided here.
   

Click here to start the Fund finder

For each investment product, consult information such as the investment policy, risks and key data - and documents such as the prospectus and the Key Investors Information document (KIID).

• General Terms and Conditions

• Privacy Statement

• Investment instruments: strengths and weaknesses

• Policy on the optimum execution and processing of client orders

• Code of conduct for conflicts of interest

• Fraud policy

• Procedure for the protection of whistle-blowers

• Remuneration policy

This report provides you with more information on how entities in the KBC Asset Management group organise their remuneration policy.

• Guidelines for proxy voting

KBC Asset Management has drawn up clear guidelines on how voting rights are to be used. At all times, voting is done in the interests of investors during the annual general meeting of a company. Read the guidelines on voting rights here.

• General legal declaration of KBC Bank NV, KBC Insurance NV en KBC Asset Management NV
• General privacy statements of KBC Bank NV, KBC Insurance NV en KBC Asset Management NV

• Read these important General guidelines for share recommendations
• Changed recommendations in the past 12 months
• Our jargon buster:
  • Buy: the analyst expects the price of the share to rise by at least 10% over the next six months.
  • Increase: the analyst expects the price of the share to rise by up to 15% over the next six months.
  • Hold: the analyst expects the price of the share to increase or decrease by up to 5% over the next six months.
  • Decrease: the analyst expects the price of the share to fall by up to 15% over the next six months.
  • Sell: the analyst expects the price of the share to fall by at least 10% over the next six months.