Belfius Pension Fund High Equities

Overview

Belfius Pension Fund High Equities is a Belgian pension fund managed by Belfius Asset Management, focusing on equity investments to diversify its portfolio, including assets in the food industry. The fund is structured as a public open-ended investment company under Belgian law, recognized as a pension savings fund under the Belgian Income Tax Code. It aims to collectively invest the capital raised from the public in a manner that distributes investment risks and allows participants to benefit from the management of its portfolio. The fund's investment policy is conducted within the framework of legal and regulatory provisions applicable to the management of a pension savings fund, adhering to the maximum thresholds set by the Belgian Income Tax Code. The fund's assets are selected based on their expected profitability, with a strategy that includes investments in the food industry to achieve portfolio diversification. The fund is managed by Belfius Asset Management, a subsidiary of Belfius Bank, which is responsible for its operations and management. The fund's legal form is an open-ended pension savings fund under Belgian law, and it has been listed on the official list of Belgian public undertakings for collective investment compliant with the 2009/65/EC Directive since April 23, 2018. The fund's ISIN is BE0159537696, and it is listed under the category of pension savings funds. The fund's total assets amount to approximately 2.39 billion euros, reflecting its significant presence in the Belgian investment landscape. The fund's performance and investment strategy are regularly updated and can be accessed through Belfius Asset Management's official website. Investors are encouraged to review the fund's documentation and performance reports to make informed investment decisions. The fund's focus on equity investments, including those in the food industry, aligns with its objective to provide participants with a diversified investment portfolio that balances risk and return. The fund's management adheres to the principles of transparency and regulatory compliance, ensuring that investors are well-informed about the fund's operations and performance. The fund's legal and regulatory framework provides a secure environment for investors, with oversight from the Belgian Financial Services and Markets Authority (FSMA). The fund's commitment to diversification and strategic investment in various sectors, including the food industry, demonstrates its proactive approach to portfolio management and risk mitigation. Investors interested in the fund can obtain detailed information and updates through Belfius Asset Management's official channels, ensuring they have access to the latest data and insights to guide their investment decisions.

Investment Focus

• Subscription fee: 3.00%
• Ongoing charges: 1.26%