Global Dividend Stars
MainFirst Global Dividend Stars is an equity fund that invests in sustainable equities worldwide. The fund diversifies according to region, sector and market capitalisation (bottom-up analysis) in order to select suitable stocks. The objective is to generate appropriate performance through medium to long-term capital growth and regular distributions.Learn more
MainFirst – Global Dividend Stars
More about the fund
Our investment focus: global equities
MainFirst – Global Dividend Stars is a globally diversified equity fund. The key investment criterion is the focus on the sustainability of the dividend profile, as reflected by the company’s operations and positioning (e.g. possible barriers to market entry, level of competition, etc.), balance sheet structure and cash flow generation. MainFirst – Global Dividend Stars is diversified by region, sector and market capitalisation instead of following a benchmark (cluster risk).
Our investment strategy: the barbell strategy
MainFirst – Global Dividend Stars pursues a barbell strategy with a value-oriented component. The fund invests in conservative, defensive core investments, as well a significant proportion of fast-growing small and mid-cap companies (e.g. family-run SMEs, hidden champions). The focus is on companies with attractive valuations that our fund management team believes should be revalued. The selection process is based on a detailed fundamental analysis.
The investment objective of MainFirst – Global Dividend Stars is to generate a favourable rate of return with medium to long-term capital growth and regular dividends paid out to its shareholders twice a year.