This report by Van Lanschot Kempen analyzes the current trends and challenges in global dividend investing and outlines its differentiated strategy.
• Declining Yields: The median yield for global dividend funds fell to 3.0% by mid-2024, driven by a shift toward mega-caps with lower yields and a focus on dividend growth over value.
• Diversification Risks: Dividend fund portfolios increasingly mirror the MSCI World, reducing diversification benefits.
• Strategic Approach: The Kempen Global Dividend strategy targets mid-caps, emerging markets, and non-traditional sectors to achieve higher yields and growth potential while maintaining portfolio diversification.
For a detailed analysis of this strategy and its unique positioning, access the full report.
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