Values that grow with you
valuefonds – long-term investment with substance
valuefonds
Actively managed funds for stable wealth accumulation
Would you like to build your wealth in the long term with actively managed funds, following the value investing approach and with dividend stocks? We present exclusive solutions for stable wealth accumulation with substance. Our selected funds combine the proven value investing principle based on the example of Warren Buffett with modern fund management from ACATIS Investment. Regardless of whether you want to save regularly or invest a larger sum: With us, you invest specifically in companies with real substance and benefit from a proven strategy – without empty promises and short-term hype.
Invest in substantial values with valuefonds
ACATIS Value und Dividende®
ISIN: AT0000A146T3 (Distributing)
ISIN: AT0000A2UTW8 (Accumulating)
Global dividend fund with a value strategy. The goal is long-term capital appreciation with stable annual distributions of 2–3%.
- Invests specifically in high-dividend quality stocks worldwide
- Maximum 36 holdings, average holding period approx. 4 years
- Active management, low turnover frequency
- Share Class A: Distributing | Share Class X: Accumulating
ACATIS Aktien Global Value Fonds
ISIN: AT0000A0KR36 (Accumulating)
Global equity fund that consistently invests in undervalued companies. The goal is significant long-term wealth accumulation.
- Selects holdings based on shareholder value criteria
- Focus on companies in healthcare, IT, and finance
- Active management, very low turnover rate
- Accumulating (automatic reinvestment
of earnings)
Calculate Value Growth
Value Growth: €0
Value Loss: €0
Value Growth: €0
Value Loss: €0
How do active funds outperform ETFs?
Active Risk Management
Opportunities for Outperformance
Individual Strategy
Investing with ACATIS's Value Principle
valuefonds offers you access to exclusive funds from the renowned investment boutique ACATIS – founded and managed by Dr. Hendrik Leber, one of the most distinguished value investors in the German-speaking world.
Answers to Your Questions
Because well-informed investment decisions are more successful
What are “active” funds?
Active funds are managed by experienced fund managers who invest specifically in selected securities and continuously adapt the fund to current market conditions. Unlike passive funds (e.g. ETFs), which simply replicate an index, active funds use the expertise and experience of the management to identify opportunities, manage risks and create added value in a targeted manner. The goal is to achieve a better long-term performance than the broad market.
What are the advantages of active funds over ETFs?
Active funds close the gap between ETFs and buying individual stocks – and combine the best of both worlds. A clear, professional strategy with the opportunity to outperform the market – without having to worry about the ongoing management yourself.
How can I invest in an active fund?
You can acquire active funds through almost all financial service providers: banks, online brokers, online banks, private banks, or wealth management firms. In any case, you must first have a brokerage account – this can be done easily online in a few minutes or directly through your bank.
How to buy active funds online: Log in to your online depot. Find the fund you want by entering the fund name or ISIN number in the search box of your online depot. Decide on the amount you want and complete the purchase directly online.
How to buy active funds directly: Contact your customer advisor in person – on-site or by phone. With the fund name or ISIN number, your desired fund can be found in the system and purchased directly for you.