What is the investment philosophy?
KBC Eco Fund Alternative Energy strives for a return by investing within the theme of alternative energy, whereby all regions can be taken into account. The fund invests at least 75% of its assets in shares of companies that are active within this theme in a sustainable and socially responsible manner *. These companies realize a significant part of their turnover by offering products and services related to alternative energy. This may include the following applications: production and development of solar energy, wind energy and biofuels. With a view to the sustainable and socially responsible character of this fund, the companies are assessed on the basis of positive and / or exclusion criteria. The criteria are related, among other things, to the environment, human rights, arms trade and production and nuclear energy. To this end, a specialized research team from KBC Asset Management works together with independent experts.
Type: Equity SICAV
Geography: Broad Global
Sector: Clean Energy
Ongoing Charges: 1.85%
Exit Charge: 3.0%
Investment Style: Sector Equity Technology
Fund Size (net assets): EUR 16.22M
Source: MSCI Inc. Last update: Dec 6th, 2020
Morningstar Sustainability Score
Source: Morningstar, Inc.
Last update: Dec 6th, 2020
Data by the open sources of the instrument provider. Last update: 7.12.2020
Rolling performance at 03/12/2020
1 Year: 64.14%
3 Years: 21.41%
Performance data by the open sources of the instrument provider. Last update: 7.12.2020
Top 10 Holdings
RED ELECTRICA CORPORACION SA
WEST HOLDINGS CORP
HYDRO ONE LTD
OC OERLIKON CORP AG-REG
SOLARIA ENERGIA Y MEDIO AMBI
GCL-POLY ENERGY HOLDINGS LTD
CHINA EVERBRIGHT ENVIRONMENT
ELIA GROUP SA/NV
Top portfolio holdings as of 7.12.2020 | Source: instrument provider.
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