A Look at the ACATIS Value and Dividend Equity Fund
The ACATIS Value and Dividend Equity Fund offers private investors a unique combination of stable dividend payments and high performance. Since its launch in December 2013 in Austria, it has strategically invested in companies with solid business models that provide sustainable dividend increases.
Quality Meets Dividend
A special feature of this fund is the combination of quality and dividend. Instead of focusing on short-term high dividend yields, the investment strategy concentrates on stable operational developments to minimize the risk of dividend failures. This thoughtful selection enables the fund to outperform the German benchmark index, DAX, over the long term.
Access Options and Decision Aids
The fund is characterized by a low entry barrier: investors can start investing from as little as 250 euros. Additionally, it is tradable both via savings plans and on the stock exchange. For many investors, the ACATIS fund provides a solid alternative to traditional DAX investments.
Compared to broadly diversified ETFs like the MSCI ACWI or DAX ETFs, the ACATIS fund stands out due to its focused selection of dividend-strong quality companies. This targeted strategy differentiates it from many ETFs that aim to achieve index-like returns.
Conclusion
Given its long-term stable returns and dividend strategy, the ACATIS Value and Dividend Equity Fund represents an attractive investment option for investors seeking performance that exceeds the DAX, as well as for those who value consistent payouts.