Pergam Active Dividend

Yield providers in the European market

The objective of the fund is to achieve long-term performance by actively investing in European companies paying sustainable dividend growth.

Investment Strategy

Dividend growth and sustainability are sources of performance and good health for enterprises

Long-term visibility on revenue growth: companies maintain their balance sheets to generate regular and growing cash flows . These characteristics are valued by the financial markets and sustain the share price.

A commitment to quality management : leadersneed to develop first-class business models that engage with a global competitive environment.The company's strategy is essentially oriented towards the long-term interests of its shareholders.

Dividends, sources of return and marketbuffers: distributed regularly, dividends add to the appreciation of the stock price to increase the value of assets. Conversely , they help to offset depreciation when the market falls.

Pergam Active Dividend
is a sub-fund of the Pergam Funds SICAV and complies with the UCITS V directive

140.37

VL €

( part I )
102.7

VL €

( part R )
AUM : 16.78 M€
13/06/2024

Performance as of 13/06/2024 (PART I)

No Data Found


First STOCKS lines in portfolio (as of 31/03/2024 )

No Data Found


Geographical distribution cash excluded (as of 31/03/2024 )

No Data Found

Importante information : the figures quoted relate to past years and past performance is not a reliable indicator of future performance. They are not constant over time and not guaranteed. The fund may not be suitable for all investors. The risks and costs associated with investing in the fund are described in the KIID (key investor information presentation) and in the prospectus, which can be downloaded from the website www.pergam.net. Pergam invites the persons concerned to read them. The KIID must be given to the investors prior to subscription. The tax treatment depends about each client and may be modified subsequently Source: Bloomberg Index Services Limited. BLOOMBERG® and the indices referenced herein (the “Indices”, and each such index, an “Index”) are service marks of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”) and/or one or more third-party providers (each such provider, a “Third-Party Provider,”) and have been licensed for use for certain purposes to PERGAM SAS (the “Licensee”). To the extent a Third-Party Provider contributes intellectual property in connection with the Index, such third-party products, company names and logos are trademarks or service marks, and remain the property, of such Third-Party Provider. Bloomberg or Bloomberg’s licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg’s licensors, including a Third-Party Provider, approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither Bloomberg nor Bloomberg’s licensors, including a Third-Party Provider, shall have any liability or responsibility for injury or damages arising in connection therewith

Our other
funds

Pergam Global Fund
Flexible and international management.

Pergam Best Holdings
Investing in listed holding companies, managed by entrepreneurs and teams with a proven track record.

Software Conviction Fund
The sectorial expertise of a software specialist combined with the experience of Pergam's managers.

Lauxera HealthTech
The sector expertise of a HealthTech specialist combined with the experience of Pergam managers.

Amel HERRERA

Reception

Amel joined PERGAM in 2021 after 8 years of experience in the field of customer care.

Amel holds a BTS in accounting.

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