Metavalor Dividendo FI

Metavalor Dividendo Investments

Metavalor Dividendo is a fund that invests in global publicly-listed equities, selecting companies with healthy dividends.

Aim of the fund

Obtain a satisfactory return over the long term, while incurring as little risk as possible. In particular, the managers will focus on stocks whose expected future dividend yield is increasing and sustainable. In order to select the securities that make up the portfolio, managers may rely on specialised financial publications such as OCU Investments.

To be considered by investors

It is recommended that the investment time horizon should be at least 5 years to allow time for the investments made by the fund to mature.

There may be periods in which the performance of Metavalor Dividendo does not resemble that of the MSCI World Euro Total Return, due to the significant de-correlation of some of the investments made by the fund with respect to this reference.