Dividends are more than regular payouts. They tend to be more consistent than corporate earnings, can enhance total returns over the long term, and can help stabilize a portfolio.
Across our global and European dividend strategies, we invest in high-quality companies with strong balance sheets, stable cash flows, and sustainable business models. For us, the highest dividend yield is not the goal. What matters is whether a company can sustainably fund its dividend and grow its payouts over time.
Our goal: broadly diversified equity portfolios with a balanced risk-return profile.
With Metzler European Dividend, in 2015 Metzler became the first German asset manager to offer a dividend strategy incorporating sustainability considerations.
We avoid so-called “dividend traps” – companies with high dividend yields that mask structural weaknesses in their business models.
Our European strategy benefits from historically attractive dividend yields throughout Europe. Meanwhile, US companies often stand out for stronger dividend growth. Our global dividend approach combines these two sources of potential and complements them with selected companies from Asia and emerging markets.
Depending on market conditions, we selectively add small- and mid-cap companies with the potential for significant dividend growth.
We selectively add promising innovation-driven companies to capture attractive long-term trends and growth opportunities.
To capture the full range of dividend opportunities and optimize the risk-return profile, we diversify across four dividend categories:
We offer access to European dividend stocks through the Metzler European Dividend mutual fund, available in a range of share classes.
Our European and global dividend strategies can also be implemented as segregated account (Spezialfonds) tailored to individual requirements.
Factsheets, sales prospectuses, and PRIIPs KIDs for our retail funds can be found under Fund Prices & Documents.
