Single factor strategy on European Dividend

Investment Theme

Asset class

Style

Concept of the Fund:

The Fund aims to replicate the performance of the BNP Paribas High Dividend Europe Equity NTR Index and to maintain the Tracking Error between the sub-fund and the index below 1%. The Index offers exposure to European non-financial companies selected using the BNP Paribas High Dividend Yield Methodology

Key points:

• Firstly, the Fund relies on a systematic and transparent fundamental strategy developed in 2010 on the basis of criteria designed to assess dividend growth potential, dividend stability and credit worthiness.
• Moreover, Only stocks with high yield, recurring and sustainable dividends are selected.
• In addition, the strategy is composed of 12 sub-portfolios, which are independently rebalanced once a year, a method that allows to limit turnover and the associates fees, as well as smooth purchases/ sales.

Performance data and latest documents

 

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