Value & Dividend investment strategy

Value & Dividend: Automated value investing

Invest simply and automatically with ETFs like star investor Warren Buffett.

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Is the Value & Dividend portfolio a fit for me?

The Value & Dividend portfolio might be of interest to you if you:

Want to benefit from the rise of fundamentally undervalued stocks
Are looking for stable sources of income through high-dividend stocks
Want to build and grow assets in the medium to long term

Do you want to discover more? Our further strategies offer different investment focuses.

How the Value & Dividend portfolio works

Benefit from the potential returns of undervalued and high-dividend stocks.

The Value & Dividend portfolio relies on the value strategy shaped by Warren Buffett and Benjamin Graham. Invest via global ETFs in more than 1,250 stocks that are undervalued – and therefore attractively priced – relative to their fundamentals. In addition, you benefit from the distributions from high-dividend stocks.

Performance at a glance

Data table

Performance of the Value & Dividend investment strategy since inception.

Note: Past performance is not a reliable indicator of future performance.

Portfolio allocation

The Value & Dividend strategy invests solely in stocks (100% equity allocation).

Accordingly, both the return potential and risk are increased.

Asset class

Financial product

Weight

Equity / Value / USA

iShares Edge MSCI USA Value Factor (Acc)

19.00%

Equity / Dividend / USA

Fidelity US Quality Income (Acc)

28.50%

Equity / Value / Europe

Xtrackers MSCI Europe Value (Acc)

11.25%

Equity / Dividend / Europe

Amundi MSCI Europe High Dividend Factor (Acc)

11.25%

Equity / Value & Dividend / Japan

WisdomTree Japan Equity (Acc)

12.50%

Equity / Dividend / Pacific

iShares Dow Jones Asia Pacific Select Dividend 50 (Dist)

5.00%

Equity / Value / Emerging markets

iShares Edge MSCI Emerging Markets Value Factor (Acc)

12.50%

Equity / Dividend / Emerging markets

iShares Emerging Markets Dividend (Dist)

6.25%

Costs

The Value & Dividend portfolio incurs ETF costs of 0.28% per year as well as ongoing costs for portfolio management and trading of 0.49 to 0.75 percent per year, depending on the investment amount. Learn more.