Equity Funds

Dividend House Equity Funds are seeking annual dividends. The investment philosophy brings stability and predictability to our clients' portfolios.

Funds’ annual dividend accrual

Nordic Small Cap - osinko
European Small Cap
Global Aristocrats

Performance of funds 16.9.2019

Fund 1 day 1 month YTD 1 year 3 years 5 years Max
Nordic Small Cap 0,6 % 10,9 % 18,7 % 5,4 % 28,3 % 64,5 % 144,7 %
European Small Cap -0,8 % 5,2 % 17,1 % -4,4 % 5,4 % 37,4 % 37,7 %
Global Aristocrats -0,3 % 4,1 % 20,0 % 5,9 % - - 22,8 %

Values 16.9.2019

Fund A-series B-series
Nordic Small Cap 164,06 244,70
European Small Cap 120,61 137,70
Global Aristocrats 115,31 122,76