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DPAM INVEST B Equities World Dividend B

Ranked 5 out of 35 in - Global Equity Income over 12 months
All calculations are in EUR unless stated

Managed by

Alexander Roose

Alexander Roose was born in the west Belgian town of Tournout in 1975. He began his career with three years as an investment analyst at Strategus. In 2004 he moved to Joalco as a thematic fund manager before joining Petercam in 2006. He adopts a bottom-up, stock-picking approach in his agricultural mid-cap universe. Alexander’s defensive growth and value style includes a top-down view but no derivatives are used. Outside fund management Alexander enjoys skiing and jogging.

Objective

The fund mainly invests (without any sectorial restriction) in shares and/or other equity securities of worldwide companies which generate a dividend yield or an expected dividend yield higher than the market average (represented by the MSCI World index (a free float-adjusted market capitalization weighted index designed to measure the equity market performance of developed markets)).

Showing fund performance in Belgium View performance globally

Performance

Global Equity Income over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5%
2017 2.3% 2.5% -3.7% 0.7% 3.1%
2016 6.5% -6.4% 3.6% 2.4% 7.2%
2015 11.8% 14.9% -2.3% -8.4% 8.6%
2014 17.0% 2.0% 4.7% 3.6% 5.8%
2013 24.7% 10.9% 1.8% 3.4% 6.8%
2012 5.2% 5.8% -1.6% 2.7% -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland

Fund Info

  • Launch date12/12/2011
  • Share Class size13Mn
  • Base currencyEUR
  • ISIN BE6228801435

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).