The Global Dividend category, a well-established segment of over 50 funds focused on dividend investing with over €75bn in assets, has seen a notable change recently. Historically, the average dividend yield for this group was around 3.5%. However, over the past five years, this figure has dropped to just 3% (source Van Lanschot Kempen, September 2024).
In this video Joris Franssen explains the two primary factors that have contributed to this decline. And how the Kempen Global Dividend strategy stands apart.
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Disclaimer
Van Lanschot Kempen Investment Management ( VLK IM) is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets. This video is for information purposes only and provides insufficient information for an investment decision. This video does not contain investment advice, no investment recommendation, no research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such. The opinions expressed in this video are our opinions and views as of such date only. These may be subject to change at any given time, without prior notice.
Dividend Equities: general risks to take into account when investing in Dividend equity strategies
Please note that all investments are subject to market fluctuations. Investing in a Dividend Equity strategy may be subject to country risk and equity market risks, which could negatively affect the performance. Under unusual market conditions the specific risks can increase significantly. Potential Investors should be aware that changes in the actual and perceived fundamentals of a company may result in changes for the market value of the shares of such company.
Capital at risk. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested. Past performance provides no guarantee for the future.