Geneva-based Decalia Asset Management expands its range of strategies with the launch of Decalia Dividend Growth, a fund invested in global equities offering better prospects for dividend growth.
Tested for more than 3 years in the form of a dynamic certificate, this investment concept has confirmed the superior results obtained historically by this type of strategy, with a clear outperformance compared to the market as a whole and lower volatility.
Actively managed by Damien Weyermann assisted by a team of analysts, Dividend Growth is a "long-only" fund investing worldwide in large-cap stocks offering not only good prospects for dividend growth, but also quality and yield superior to the market as a whole.
The portfolio is invested on an equally weighted basis, with low regional and sector allocation bias relative to its reference index (MSCI World High Dividend TR). The new fund, which is a sub-fund of the Luxembourg Ucits Sivac Decalia, is currently reserved for qualified investors but will soon be registered in Switzerland and several European countries.
Weyermann has 19 years of experience in the financial field as an analyst and portfolio manager. He joined Decalia in 2016.
"By combining the best of different dividend investment styles and adding a layer of traditional financial analysis, our dynamic approach offers a well-diversified resilient portfolio with a particularly attractive asymmetric risk profile," said Weyermann.
Rodolfo De Benedetti, partner and head of Product Strategy explained: "The strategy developed by Damien Weyermann was first validated in the form of a dynamic certificate. Since its launch three years ago, it has proven its worth, outperforming not only high-dividend equities but also the market in general. It is now available to a wider public in the form of a Ucits fund".