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ExpertEase/Sivek Funds

Introducing our new KBC Investment Funds

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New KBC Investment Funds (ExpertEase/Sivek Funds)

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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.
 

ExpertEase Funds

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.
 

Sivek Fund
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.

Why choose these new funds?

  1. Entry fee of 1% is waived during the subscription period which is from 25th January to 15th March 2021, both for new and existing lumpsum investors who wish to switch.
  2. The new fund range will have a competitive management fee structure. 
  3. Our new funds are actively managed to help ensure returns are maximised.
  4. Irish domiciled for tax - no income tax return required. KBC does it for you!
  5. 100% sustainable and socially responsible - you are combining a financial return with a  better world tomorrow for you and future generations.

Ready to get invested?

Move your Investments for free.
 

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.

We've also put together some FAQs to help answer your questions.

Check out our free webinar!

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.

All about our new KBC Investment Funds

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  • For Defensive investors with a balanced approach to investing. This adaptive fund has a target allocation of 30% shares and 70% bonds.

    See the Investment Dashboard for more information. You can find the KIID, Prospectus and Product Sheets in the ‘Documents’ section at the bottom of the page.
  • For Defensive investors with a more progressive approach to investing. This adaptive fund has a target allocation of 30% shares and 70% bonds though if the conditions are right, it may increase its stocks allocation at times.

    See the Investment Dashbooard for more information. You can find the KIID, Prospectus and Product Sheets in the ‘Documents’ section at the bottom of the page.
  • For Dynamic investors with a balanced approach to investing. This adaptive fund has a target allocation of 55% shares and 45% bonds.

    See the Investment Dashboard for more information. You can find the KIID, Prospectus and Product Sheets in the ‘Documents’ section at the bottom of the page.
  • For Dynamic investors with a more progressive approach to investing. This adaptive fund has a target allocation of 55% shares and 45 % bonds though, if conditions are right, it may increase its stocks allocation at times.

    See the Investment Dashboard for more information. You can find the KIID, Prospectus and Product Sheets in the ‘Documents’ section at the bottom of the page.
  • For Very Dynamic investors. This adaptive fund has a target allocation of 75% shares and 25% bonds though, if conditions are right, it may increase its stocks allocation at times.

    See the Investment Dashboard for more information. You can find the KIID, Prospectus and Product Sheets in the ‘Documents’ section at the bottom of the page.
  • For Dynamic investors. This fund has a target allocation of 55% shares and 45% bonds.

    See the Investment Dashboard for more information. You can find the KIID, Prospectus and Product Sheets in the ‘Documents’ section at the bottom of the page.

The Need-to-Knows

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).

Warning: These funds may be affected by changes in currency rates.
Warning: The value of your investments may go down as well as up.
Warning: Past Performance is not a reliable guide to future performance.
Warning: If you invest in this product you may lose some or all of the money you invest.