With dividends to assets: why long -term investors benefit from regular distributions – based on the model of Warren Buffett (Photo: Freepik)
The world of dividend funds is not just about high distributions, but about targeted stick picking qualitatively first -class companies. Active -managed funds offer the advantage of reacting flexibly to market changes and using the best return opportunities. Investors benefit from intelligent portfolio management and at the same time stable, growth -oriented yields.
Oberbanscheidt Dividend Fund: Smart strategy with a trend -puree
Dividends with brains? The Oberbanscheidt Dividend Fund (ISIN: DE000A12BTG5) does not focus on classic dividend stars, but combines a solid value quality portfolio with targeted trend investments. Fund manager Marco Jansen and his team have followed this unconventional approach since 2015 – with success. Instead of rigid country or sector quotas, the focus is on companies that distribute sustainably and at the same time offer growth opportunities.
Jansen’s sense of trends paid off: Rheinmetall bought it for 104 euros after the start of the war – today the course has roughly tenfold. Fund management currently relies on infrastructure, construction and defense. Freshly in sight: Fannie Mae and Freddie Mac, who literally explode thanks to the possible reprivatization by the Trump government. The shares rose up to 20 percent in a week, and over 400 percent for 6 months.
In the long term, the fund also delivers strong figures: plus 42 percent to 3 years, plus 85 percent to 5 years. And whoever thinks at short notice: since the beginning of the year alone, the fund has been in 20 percent. There is also a specially through conservative options that ensure additional premium income. The only catch? The comparatively high cost rate of 2.30 percent. But if you want performance, you sometimes have to pay a little more.
M&G Global Dividend: 3 pillars for sustainable yields
There are many dividend funds – but the M&G Global Dividend Fund (Isin: LU1670710075) stands out with its clear approach. Fund manager Stuart Rhodes has been relating to a 3-pillar strategy since 2008: quality stocks, substance values and dynamic dividend growth values. This combination ensures a stable earnings profile that convinces in different market phases.
“After years of the Tech Hausse, a return to dividends makes sense,” explains Rhodes. The fund invests at least 80 percent of its capital in stocks from the United States (54 percent), Canada (12 percent) and Japan (4 percent) – but instead of relying on excessive spread, the portfolio focuses on less than 50 positions. A clear statement against average returns through index replica.
The biggest participations are methaneex (7.7 percent), Keyera (6.2 percent) and Bristol-myers Squibb (5.4 percent). Particularly interesting: The fund also takes into account emerging countries such as Taiwan, which opens up additional growth perspectives.
And the performance? Plus 120 percent in 5 years, plus 12 percent last year. This shows that this fund is not only geared towards short -term dividend hunters, but also an attractive option for investors with a long -term horizon.
Value-Holdings Dividend Find: Value Investing with Safety Network
At the Value-Holdings Dividend Fund (ISIN: LI0039541953) is about the essentials: companies that are worth more than the market trusts them. Fund manager Alexander Dominicus follows a tough Value strategy With a security margin – he consistently waives the state -pimped business models. Instead, he relies on companies with solid balance sheets and stable yields.
His portfolio is slim and focused: Germans (58 percent) and Austrian stocks (21 percent) are represented in the fund, industrial companies form the backbone with a share of 53 percent. The largest values include the construction group Porr (7.55 percent), the truck specialist Traton (6.82 percent) and the engine farmer Deutz (5.9 percent).
Dividends are released regularly: the target return is 3 percent per year. But the performance is also impressive: in 5 years the fund climbed by a whopping 134 percent, and 17 percent are already on the property in the current year. The downside of the medal? Because of the high weighting of minor value, the fund fluctuates strongly – the volatility over 5 years is 20 percent. For this, the running costs are pleasantly low at 1.68 percent. A consistently well thought -out dividend fund for investors who can have patience and can withstand market turbulence. If you are looking for quality at the discount price, you are right here.
Disclaimer:
No investment advice. No call to buy or sell securities.