Different types of investment funds in the Netherlands
1. Add Value Fund
The focus of the Add Value Fund is mainly on listed companies in the Netherlands with a medium and small size. The market value of these companies is between 20 million euros and 7.5 billion euros. This concerns approximately 65 companies. The Add Value Fund invests in approximately 10 to 25 companies. The Add Value Fund aims to achieve a dividend yield of 2.5%. Since 2010, the dividend has been 0.80 euros per year. Since 2007, the Add Value Funds has been more successful (169 percent) compared to the AMX index (62.10 percent). Advantages are that a considerable amount is invested in the fund itself and that the fund managers have an excellent reputation. This concerns 1.2 million euros for Jaap Burgers and 950,000 euros for Jaap Westerling (annual report, 2016). The disadvantage of the fund is that it has a high cost ratio .
2. Kempen Oranje Fund
The Kempen Oranje Fund focuses primarily on small and medium-sized companies in the Netherlands. In addition, it involves a market capitalization of up to 5 billion euros. The fund has outperformed the underlying index since 1990. The annual return is a percentage of 11.8%.
3. Robeco Dutch Assets – EUR G
Robeco Hollands Bezit is in the Top 5 of funds owned by Robeco.
4. iShares AEX UCITS ETF – index fund
iShares AEX UCITS ETF is an index fund that pays dividends. It tracks the AEX index. This fund has a fair use policy, which makes it possible to trade without transaction costs.
5. ASR FONDS Netherlands Fund (Banking)
The ASR Fonds Nederlandsfond is primarily concerned with investing in Dutch shares through BNP Paribas investment funds.
6. iShares MSCI Netherlands ETF – index fund
The iShares MSCI Netherlands ETF is concerned with paying out dividends. The fund aims to track the investment results of a diverse index. The index consists of 58 Dutch shares. The fund does this in dollars. In addition, the iShares MSCI Netherlands ETF is listed on the NYSE Arca.
It is also possible to view all investment funds in the Netherlands. This can be done via an online broker. It is also possible to invest in funds from abroad.
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