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Neox Dividend Leaders Certificate

The portfolio strategy is designed to provide investors with exposure to Europe High Dividend small, mid and large cap companies with a strong financial position, low default risk, and a proven track record of profitable growth.

Facts

Currency
EUR
Asset Class
Equity without time element
Geographic allocation
Europe

What it is

Summary

Neox to add copy: The portfolio strategy is designed to provide investors with exposure to Europe High Dividend small, mid and large cap companies with a strong financial position, low default risk, and a proven track record of profitable growth. Our investment strategy is centered on identifying companies that have a long history of consistent earnings, which indicates a healthy financial outlook and a strong ability to generate returns as well as sustainable dividend payments. We believe that this investment strategy will provide investors with a mix of income and capital appreciation opportunities.

Investment Objective and Policy

The investment objective of the portfolio is to increase capital in real terms through investments in attractive companies in the long term. Under special market conditions, the portfolio may be partially invested in cash. However, this is very rare as the recovery from corrections is usually very rapid.

Investments in cash are considered “parked” assets that aim to preserve asset value during crisis-hit market conditions. The portfolio will invest directly in mid, large and mega cap stocks. Balanced exposures to equities are likely to be maintained as standard but in a controlled size. Investments will be made in all sectors without any particular structural bias towards any of them

Performance

Performance and risk

Historical returns and risk measures for Neox Dividend Leaders Certificate.

NDL Certificate Performance

28 September 2026

Return

Year to date
30.43%
Quarterly
10.05%
1 Year
37.99%
3 Years
Not available
All
115.97%

Risk

Sharpe (since start)
2.35
Volatility (since start)
12.95%

Past performance is not a reliable indicator of future results.

Holdings and distribution

  • Norway 34.7 %
  • Italy 24.4 %
  • Finland 10.5 %
  • Austria 6.2 %
  • Portugal 5.1 %
  • France 5.1 %
  • Netherlands 5.0 %
  • Spain 4.4 %
  • Switzerland 3.7 %
  • Denmark 0.9 %

Past performance is not a reliable indicator of future results.

faq

Answers to common questions.

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What does Neox Capital do?

Neox Capital provides investment services built on systematic fundamental research. Neox iQ tests thousands of listed companies against the same criteria, and the investment team uses the results to build focused equity portfolios.

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    Risk information

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