Off the Beaten Path: Staying True to Dividend Investing

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.