The ACATIS Value and Dividend is an equity fund that specifically focuses on the combination of steady dividends and high performance. It is particularly aimed at private investors and small investors, as it can be invested in with a low minimum investment of 250 euros and can also be purchased via a savings plan and traded on the stock exchange.
Fund Strategy and Selection Criteria
- Focus on Quality: The fund invests exclusively in companies with solid business models, sustainably increasing dividends, and long-term perspectives.
- Long-Term Holding: The selected stocks are held for the long term to benefit from continuous dividend payments.
- Performance Orientation: Since its inception in December 2013, the fund has regularly outperformed the DAX. This indicates a successful investment strategy that combines both capital appreciation and ongoing income.
Advantages for Private Investors
- Low Entry Barrier: With a minimum investment of only 250 euros, access is also possible for small investors.
- Flexibility: The fund can be invested in as a lump sum or via a savings plan.
- Stock Exchange Trading: Shares can be traded at any time on the stock exchange, ensuring liquidity.
- Steady Payouts: Regular dividend payments provide passive income.
Risks and Notices
Although stocks with very high dividend yields may seem enticing, they often carry increased risks. Sometimes such stocks are backed by unstable business models or declining companies, making a consistently high payout not guaranteed. Therefore, the ACATIS Value and Dividend places great importance on quality assurance through careful company analyses before each investment.
The overall performance of such a fund depends not only on dividend payments but also significantly on the development of the stock price. A sound analysis of the included values remains essential.
Conclusion
The ACATIS Value and Dividend combines stable payouts with above-average performance – both features that make it particularly attractive for private investors. With its low entry barrier and flexible investment options, it is ideally suited to complement a broadly diversified portfolio.