It's your Mortgage Day!
Introduction to our new funds, which will be available from the 15th of March 2021.
Feeling comfortable with your Investments at all times is just as important as your return.
Ideally, you want an investment approach that is aimed at removing your worries about your investments. That’s why at KBC, we go for investments that are within your comfort zone, i.e. Comfort Zone Investing (CoZI). By staying within your comfort zone, you will feel less compelled to take decisions you might regret later.
Shares offer the best prospect for long-term returns, but share prices can be unpredictable. One tweet, an unexpected election result or a natural disaster can have an impact on financial markets. Even a short-term drop in share value can feel personal to an investor.
We’ve developed a new suite of funds which will react to take account if this happens. These new funds will have the ability to react and adapt to changes in the economic environment by moving assets to less risky options when markets fall or to increase return potential by increasing share holdings when markets are performing. So you always retain growth potential but within your investment comfort zone.
We have developed a Sivek Fund specifically for the Irish Market. Similar to the ExpertEase Fund, the Sivek Fund is also a Socially Responsible Investment (SRI) Fund. Learn more about our SRIs.
New & existing lumpsum KBC Investment customers will have the opportunity to invest in these new funds free of charge (without paying an entry or exit fee) between the 25th January and 15th March 2021.
For more information just give us a call on 1800 51 52 53 or make an appointment below.
Check out our free webinar, hosted by Newstalk's Vincent Wall, to find out more about the new funds and how they work, and what socially responsible investment funds mean for you and the planet.
KBC Bank Ireland plc is a distributor of funds managed by KBC Fund Management Ltd and KBC Asset Management NV.
KBC Bank Ireland plc and KBC Fund Management Ltd are regulated by the Central Bank of Ireland.
KBC Asset Management NV is authorised in Belgium and regulated by the Belgian Financial Services and Markets Authority (FSMA).