ACATIS Value und Dividende Thesr X

ACATIS Value und Dividende is an actively managed equity fund aimed at long-term capital growth while accepting high volatility. The portfolio is primarily composed of stocks and equivalent securities, with at least 51% of assets invested in a diverse range of industries without any sector restrictions. The fund focuses on selecting companies that offer strong shareholder value and reliable dividends, dedicating at least half of its equity investments to large-cap firms with market capitalizations exceeding one billion euros and maintaining low turnover. Additionally, the fund may allocate up to 10% of its assets to bonds or similar instruments, another 10% to other funds, and hold up to 49% in cash or deposits. Derivatives are also used to generate additional income.