Introduction to the ACATIS Value and Dividend Equity Fund
The ACATIS Value and Dividend Equity Fund is a smart and successful value-dividend fund that has outperformed the DAX since its inception in December 2013. By combining stable, sustainably increasing dividends with high performance, this fund is becoming increasingly attractive to private investors and small investors.
Key Features of the Fund
- Investments in companies with solid business models and steady growth.
- Focus on quality rather than just high dividend yields, which are often risky.
- Long-term holding of stocks with sustainable dividend payouts.
- Accessible starting from a minimum investment of 250 euros, suitable for savings plans and tradable on the stock exchange.
Advantages Over Traditional DAX ETFs
Thanks to stable payouts and capital gains, the ACATIS Fund delivers total performance that significantly exceeds that of the German benchmark index DAX. This makes the fund an attractive option for investors seeking both regular income and capital appreciation.
Compared to traditional DAX ETFs, such specialized dividend funds provide real added value through the selective choice of high-quality companies with sustainable growth potential. While ETFs are usually broadly diversified, the ACATIS Fund focuses on active selection based on quality criteria.
An Attractive Option for Private Investors
This presents an interesting investment opportunity for private investors: the fund offers a balanced ratio of security through stable dividends and returns through price development, without requiring large minimum amounts.
Overall, the ACATIS Value Dividend Equity Fund represents a relevant alternative for building wealth in the long term – especially for investors who value quality and regular income from their investments.