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Get ready for a new way of investing!
Introducing our new KBC Investment Funds (ExpertEase/Sivek Funds).
Get ready for a new way of investing!
Introducing our new KBC Investment Funds (ExpertEase/Sivek Funds).
Fund Information
Our Investment products aim to generate a return by spreading the investment across various assets according to the investment strategy set out by KBC Asset Management (KBC AM).
Stay up to date with the performance of your funds by viewing the latest Fund Factsheets and Interactive Investment Dashboards.
Fund Factsheet:
Provides you with a monthly overview of the fund performance, asset allocation, average annualised return and more.
Interactive Investment Dashboard:
Provides an interactive overview of the fund performance, market overview and impact on the fund, message from the KBCAM Fund Manager, and more detailed documents.
Our Investment Funds for Defensive Investors
The target allocation is 30% shares and/or share - related investments and 70% bonds and/or bond related investments.
| Defensive Funds | ||
|---|---|---|
| SIVEK SRI Global Low | Investment Dashboards | Fund Fact Sheet |
| SIVEK Global Low | Investment Dashboards | Fund Fact Sheet |
| Privileged Portfolio Pro 95 May | Investment Dashboards | Fund Fact Sheet |
| Privileged Portfolio Pro 95 Feb | Investment Dashboards | Fund Fact Sheet |
| Privileged Portfolio Pro 95 Aug | Investment Dashboards | Fund Fact Sheet |
| Privileged Portfolio Pro 95 Nov | Investment Dashboards | Fund Fact Sheet |
Our Investment Funds for Dynamic Investors
The target allocation is 55% shares and/or share-related investments and 45% bonds and/or bond-related investments.
| Dynamic Funds | |||
|---|---|---|---|
| SIVEK SRI Global Medium | Investment Dashboards | Fund Fact Sheet | |
| SIVEK Global Medium | Investment Dashboards | Fund Fact Sheet | |
| Privileged Portfolio Pro 90 May | Investment Dashboards | Fund Fact Sheet | |
| Privileged Portfolio Pro 90 Feb | Investment Dashboards | Fund Fact Sheet | |
| Privileged Portfolio Pro 90 Aug | Investment Dashboards | Fund Fact Sheet | |
| Privileged Portfolio Pro 90 Nov | Investment Dashboards | Fund Fact Sheet |
The target allocation is 75% shares and/or share-related investments and 25% bonds and/or bond-related investments
| Very Dynamic Funds | |||
|---|---|---|---|
| SIVEK Global High | Investment Dashboards | Fund Fact Sheet | |
| Privileged Portfolio Pro 85 May | Investment Dashboards | Fund Fact Sheet | |
| Privileged Portfolio Pro 85 Feb | Investment Dashboards | Fund Fact Sheet | |
| Privileged Portfolio Pro 85 Aug | Investment Dashboards | Fund Fact Sheet | |
| Privileged Portfolio Pro 85 Nov | Investment Dashboards | Fund Fact Sheet |
Are you looking to invest in either bonds or shares? Or a mixture of both? What is the best mix?
Flexible Portfolio solves these difficult questions. Flexible Portfolio invests in the best performing asset class (shares or bonds) with the best market momentum.| Flexible Portfolio | ||||
|---|---|---|---|---|
| Flexible Portfolio | Investment Dashboards | Fund Fact Sheet |
It's really important to know what type of investor you are.
Investing wisely isn’t about getting the highest return at any cost, it’s about allowing your money to work as hard as possible without causing you sleepless nights.
This is why starting with an accurate risk profile is always the most important part of investing.
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Very Defensive
The main thing Very Defensive investors want to avoid uncertainty when it comes to their wealth.
Investing may not really be their thing unless they can invest their money with little to no risk.
Generally speaking, Very Defensive investors will first seek capital security over growing the purchasing power of their money.
Very defensive investors should typically seek out deposit accounts as opposed to investments.
Check out our Saving Accounts
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Defensive
Defensive investors are able to put aside some of their wealth for the short-medium term and can live with some degree of volatility even though they would generally want to limit this as much as possible.
As they would still like to increase the value of their money, the greater potential offered by markets over deposit accounts is something that appeals to them.
Defensive investors look towards less volatile investments – typically these funds will contain about 70% bonds and 30% equities favouring stability whilst still allowing some potential for growth.
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Dynamic
Dynamic investors are aware that the markets can offer greater potential than savings accounts and therefore, are prepared to invest a portion of their wealth.
Typically, dynamic investors understand that they need to take on more risk to achieve a greater return and, as a result, the value of their investments can fluctuate, nevertheless, large fluctuations are something that they prefer to avoid if possible.
Dynamic investors look towards funds with a medium degree of volatility. Typically these funds will contain 45% bonds and 55% equities giving greater potential for growth but still offering stability in the medium to long term.
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Very Dynamic
Very Dynamic investors are prepared to invest some of their wealth in a quest to seek the best returns that the markets can offer.
The fact that the value of their investments can vary in the short – medium term is something that they are well aware of. Generally speaking, very dynamic investors are the kind of people, who see opportunities when the market drops.
Dynamic investors consider funds with a higher level of volatility. Typically, these funds will contain 30% bonds and 70% equities clearly favouring strong growth potential but still retaining some degree of stability.
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).