The tables below show the actual asset allocation for KBC Asset Management NV's (KBC AM) investment strategy
- for funds pursuing responsible investing objectives -and-
- for funds not pursuing responsible investing objectives.
The experts at KBC AM base their investment choices on events in the economic and financial world and on their outlook for specific regions, sectors and themes.
The allocations shown in the tables below are provided by KBC Asset Management NV. They are purely indicative and for information purposes only. These percentages are regularly updated and offer no guarantee as to the asset allocation for the fund in which you invest. The target allocations shown are not part of the prospectus or the key investor information document and may be changed without notice depending on market or other conditions.
Asset allocation
Both for funds that pursue responsible investment objectives and those that do not.
The investment strategy pursued by KBC Asset Management NV determines how much the asset allocation differs from the long-term target allocation. The long-term target allocation is:
- 30% shares and 70% bonds for ‘Defensive’
- 55% shares and 45% bonds for ‘Dynamic’
- 75% shares and 25% bonds for ‘Highly Dynamic’