Coupon clipping with Sunrise
The Sunrise Dividends and Interest Fund distributes the value of the dividends and interest it collects throughout the year annually on or around December 15.
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Lower volatility investing
The investment strategy of the Sunrise Dividends and Interest Fund targets an annual distribution yield between 3 and 4 percent. To achieve this in a sustainable manner, the fund invests in 100 companies with strong dividends and high quality government bonds. The fund is particularly suitable for investors that shun the high volatility that comes with investing in all equity funds. While the fund price will fluctuate, its volatility is expected to moderate, resulting in an official risk rating of 2 on a scale of 1 to 7 where 1 is the lowest risk category.
Made for you. Investing for dividends and interest
It's all about the mix
Up to 70 percent of the Sunrise Dividends and Interest fund are invested in multinational companies with high dividend yields. While dividend yield is an important consideration, we do put a lot of focus on maintaining balanced industry diversification. The strong focus on investments tied to the Euro is meant to prevent the excessive impact foreign currency devaluation versus the Euro can have for traditional global equity funds where around 90% of assets are listed in foreign currency.
Investing without worrying about costs
Sunrise does not have a pricelist. Because all Sunrise services are free.
No matter how many you open for you and your loved ones: all Sunrise accounts are free.
You don't need to worry about transaction costs or any other costs. Because there are none. Buy and sell as often as you want. At no cost.
The costs for managing the fund are already included in the fund price. You won't see any costs on your investing account.
The investement service is provided in cooperation with Sunrise Securities GmbH. Please be aware that the information on this page is no personal recommendation, no investment advice nor an offer to provide an investment decision. You should thoroughly examine your financial situation, understand the relevant documents and information therein or seek professional advice before make transactions in financial instruments or subscripe to a financial service.
The value of investments can rise and fall and you can get back less than what you initially invested. Past performance is no reliable indicator for future performance. Also, please be aware that currency fluctuations can have a negative impact on your performance. Please consult the contractual documents and the PRIIPS documents of the funds for further information.
Really take your time to understand the risk & return trade-off that comes with any financial investment.
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Your one stop shop. The Sunrise app for iOS and Android.
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Real people not only a black rock
Sunrise is managed by a highly dedicated team, its founder Thomas Niss, and a strong core team of partners (Raiffeisen Bank International and Deka / IQAM Invest).
We and our community of long term Sunrise investors ensure you are not alone on your investment journey.
Listen to our customers' experiences with our services
The birth of her first child was the moment Daniela decided to get serious about long term investing. Find out why she chose Sunrise.
Thomas, a veteran investor, shares his experience in the stock market. He talks about how Sunrise opened up a new perspective for him.
n1chts0klug, a long term Sunrise investor and valuable contributor to our community, shares his experiences with Sunrise, from initial sceptic to becoming a Sunrise-fan.
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