On 3 October, Delta Lloyd Asset Management is introducing the Delta Lloyd Select Dividend Fund. The goal of this investment fund is to achieve the highest possible absolute return without following a benchmark.
On 3 October, Delta Lloyd Asset Management is introducing the Delta Lloyd Select Dividend Fund. The goal of this investment fund is to achieve the highest possible absolute return without following a benchmark.
The selection process is geared to stable, financially sound European companies. Only companies which are undervalued on the stock exchange are included in the portfolio. This approach results in a concentrated portfolio of 18 to 25 companies.
The value-oriented investment approach is similar to that of the Delta Deelnemingen Fonds (Delta Investment Fund), which has shown high returns for years with a portfolio of Dutch shares.
The return is expressed in a relatively high dividend and price movement.
The risk profile is low. As well as an even spread of countries and sectors, the portfolio has a low market correlation.
The fund is managed by Jack Jonk and Taron Ganjalyan.
Further information
Rob Nieuwenhuizen
Manager, Marketing and Distribution
Delta Lloyd Asset Management
tel: 020 594 5141