By reorganising its investment fund offering, KBC AM can, as manager, offer better investment opportunities to unit holders because a larger amount of capital is brought together within a sub-fund. This ensures more rational and efficient management of the sub-fund’s assets, lower administrative charges and a more structured portfolio.
Why we sometimes merge investment funds
Fund merger overview
Merger between Horizon Access Fund Asian Infrastructure and KBC Equity Fund New Asia
Merger of 25-04-2018
Message of 12-03-2018
- Notification to the shareholders EN DE SK CZ
- Convocation notice of the extraordinary general meeting of Horizon Access Fund Asian Infrastructure EN DE SK CZ
- Convocation notice of the extraordinary general meeting of KBC Equity Fund New Asia EN DE SK CZ
- Proxy Horizon Access Fund Asian Infrastructure EN DE SK CZ
- Proxy KBC Equity Fund KBC Equity Fund New Asia EN DE SK CZ
- Template form for the cost-free redemption of fractions of shares (only available in English)
Merger between Horizon Access Fund Brazil and KBC Equity Fund Latin America
Merger of 11-01-2018
Message of 27-11-2017
- Notification to the shareholders EN DE SK CZ
- Convocation notice of the extraordinary general meetings of Horizon Access Fund Brazil EN DE SK CZ
- Convocation notice of the extraordinary general meetings of KBC Equity Fund Latin America EN DE SK CZ
- Proxy Horizon Access Fund Brazil EN DE SK CZ
- Proxy KBC Equity Fund Latin America EN DE SK CZ
Message of 19-01-2018
Merger between CBC Fonds Profil Plus Défensif and KBC Master Fund Bonds
Message of 22-09-2017
- Notification to the shareholders EN DE
- Convocation notice of the extraordinary general meetings of CBC Fonds Profil Plus Défensif EN DE
- Convocation notice of the extraordinary general meeting of KBC Master Fund Bonds EN DE
- Proxy CBC Fonds Profil Plus Défensif EN DE
- Proxy KBC Master Fund Bonds EN DE
- Template form for the cost-free redemption of fractions of shares (only available in English)
Merger between KBC Index Fund Europe and Plato Institutional Index Fund European Equity
Message of 22-08-2017
- Notification to the shareholders EN DE CZ
- Convocation notice of the extraordinary general meeting of KBC Index Fund Europe EN DE CZ
- Convocation notice of the extraordinary general meeting of Plato Institutional Index Fund European Equity EN DE CZ
- Template form for the cost-free redemption of fractions of shares (only available in English)
- Proxy KBC Index Fund Europe EN DE CZ
- Proxy Plato Institutional Index Fund European Equity EN DE CZ
Message of 13-10-2017
Merger between KBC Index Fund United States and Plato Institutional Index Fund North American Equity
Message of 22-08-2017
- Notification to the shareholders EN DE CZ
- Convocation notice of the extraordinary general meeting of KBC Index Fund United States EN DE CZ
- Convocation notice of the extraordinary general meeting of Plato Institutional Index Fund North AmericanEquity EN DE CZ
- Template form for the cost-free redemption of fractions of shares (only available in English)
- Proxy KBC Index Fund United States EN DE CZ
- Proxy Plato Institutional Index Fund North American Equity EN DE CZ
Message of 13-10-2017
Merger between KBC Index Fund Japan and Plato Institutional Index Fund Pacific Equity
Message of 22-08-2017
- Notification to the shareholders EN DE CZ
- Convocation notice of the extraordinary general meeting of KBC Index Fund Japan EN DE CZ
- Convocation notice of the extraordinary general meeting of Plato Institutional Index Fund Pacific Equity EN DE CZ
- Template form for the cost-free redemption of fractions of shares (only available in English)
- Proxy KBC Index Fund Japan EN DE CZ
- Proxy Plato Institutional Index Fund Pacific Equity EN DE CZ
Message of 13-10-2017
Merger between KBC Index Fund World and Plato Institutional Index Fund World
Message of 22-08-2017
- Notification to the shareholders EN DE CZ
- Convocation notice of the extraordinary general meeting of KBC Index Fund World EN DE CZ
- Convocation notice of the extraordinary general meeting of Plato Institutional Index Fund World EN DE CZ
- Template form for the cost-free redemption of fractions of shares (only available in English)
- Proxy KBC Index Fund World EN DE CZ
- Proxy Plato Institutional Index Fund World EN DE CZ
Message of 13-10-2017
Merger between KBC Equity Fund CSOB BRIC/BRIC and KBC Equity Fund New Markets
Message of 24-04-2017
- Notification to the shareholders EN DE CZ SK
- Convocation notice of the extraordinary general meetings of KBC Equity Fund CSOB BRIC, KBC Equity Fund BRIC and KBC Equity Fund New Markets EN DE CZ SK
- Proxy KBC Equity Fund BRIC EN DE CZ SK
- Proxy KBC Equity Fund CSOB BRIC EN DE CZ SK
- Proxy KBC Equity Fund New Markets EN DE CZ SK
Message of 16-06-2017
Merger between KBC Equity Fund Pharma Growth and KBC Equity Fund Pharma
Merger on 24-03-2017
Message of 30-01-2017
- Notification to the shareholders EN DE CZ SK
- Convocation notice of the extraordinary general meetings of KBC Equity Fund Pharma Growth and KBC Equity Fund Pharma EN DE CZ SK
- Proxy KBC Equity Fund Pharma Growth EN DE CZ SK
- Proxy KBC Equity Fund Pharma EN DE CZ SK
Message of 24-03-2017
Merger between Pionier I/Centea Fund New Economy/Horizon Access Fund Global Trends/KBC Equity Fund Growth By Innovation and KBC Equity Fund Trends
Merger on 27-01-2017
Message of 27-04-2016
- Notification to the shareholders EN CZ SK DE
- Convocation notice of the extraordinary general meetings of KBC Equity Fund Growth By Innovation en KBC Equity Fund Trends EN DE CZ SK
- Convocation notice of the extraordinary general meeting of Centea Fund New Economy EN DE
- Convocation notice of the extraordinary general meeting of Horizon Access Fund Global Trends EN DE CZ
- Convocation notice of the extraordinary general meeting of Pionier I EN DE
- Proxy KBC Equity Fund Growth By Innovation EN DE CZ SK
- Proxy KBC Equity Fund Trends EN DE CZ SK
- Proxy Centea Fund New Economy EN DE
- Proxy Horizon Access Fund Global Trends EN DE CZ
- Proxy Pionier I EN DE
Message of 27-01-2017
Merger between KBC Eco Fund Agri and KBC Eco Fund World
Merger between Centea Fund Sectors/Centea Fund World Select and KBC Equity Fund World
Merger on 17-06-2016
Message of 27-04-2016
- Notification to the shareholders EN CZ SK DE
- Convocation notice of the extraordinary general meetings of Centea Fund Sectors and Centea Fund World Select EN DE
- Convocation notice of the extraordinary general meeting of KBC Equity Fund World EN CZ SK DE
- Proxy Centea Fund Sectors EN DE
- Proxy Centea Fund World Select EN DE
- Proxy KBC Equity Fund World EN CZ SK DE
Message of 17-06-2016
Merger between KBC Master Fund Dynamic Mixed Fund and KBC Master Fund CSOB Growth
Merger on 26-02-2016
Message of 05-01-2016
- Notification to the shareholders EN CZ SK
- Convocation notice of the extraordinary general meeting EN CZ SK
- Key Investor Information Document (KIID) after the merger EN CZ
- Proxy KBC Master Fund Dynamic Mixed Fund EN CZ SK
- Proxy KBC Master Fund CSOB Growth EN CZ SK
Message of 17-06-2016
Why we sometimes liquidate investment funds
There are a number of reasons to choose for a liquidation. Often, it concerns funds which have become too small, causing the fixed costs to have a too severe effect on the fund’s return. A liquidation can then be a solution. Due to the liquidation, the fund will cease to exist and the investors will be reimbursed.
Not what you're looking for?
Key investor information for certain funds can be found here.
