Investment documentation

Investment documentation

Information and publications

  • Asset test
    When units in an investment fund are sold, withholding tax (the so-called ‘Reynders tax') may be due in some cases on the capital gains realised. This overview includes an asset test showing which investment funds are subject to this levy (Belgian withholding tax).
  • Key Information Document (KID)
    The Key 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.

Fund finder

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 Information document (KID).

About us: guidelines and procedures

Disclaimer

Information on shares recommendations

  • Read these important General guidelines for share recommendations
  • More information on the valuation rules and sensitivity analysis (Dutch)  (French)
  • 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.

Statement on principal adverse impacts of investment decisions on sustainability factors (cfr. art. 4.1 Commission Delegated Regulation – RTS)