Private equity for the price of a share
Deutsche Beteiligungs AG is one of Germany's leading private equity companies. DBAG has been investing directly in Germany's 'Mittelstand' since 1965 and, through the purchase of DBAG shares, provides an opportunity for investors to invest in a portfolio of successful companies – companies that form the backbone of German industry and often have leadership positions in their markets. Deutsche Beteiligungs AG boasts an excellent track record in equity investments: over the past ten-year period (2005/2006 to 2014/2015), DBAG delivered an average annual total return on net asset value after taxes of 14.3 percent.
DBAG has been listed since 1985. DBAG shares (ISIN DE000A1TNUT7) are a component of a number of indices, including the S-Dax, the Stoxx Private Equity 20 Index and the LPX50, which tracks the performance of listed private equity companies worldwide.
Five reasons to invest in DBAG shares
Attractive asset class: Shares in Deutsche Beteiligungs AG create access to the asset class of private equity, which has outperformed others, but which is usually open only to institutional investors with large portfolios or to large private assets.
Strong track record: With an average annual return on net asset value after taxes of 14.3 percent over the past ten-year period (2005/2006 to 2014/2015), Deutsche Beteiligungs AG is one of the most successful business models on the German quotations list.
Promising portfolio: The companies in which we invest are leaders in their markets, generally operate globally, are led by entrepreneurially driven managements – and, above all, demonstrate the potential for considerable value growth.
Healthy balance sheet: Liquid assets assure financial and investment strength; an equity ratio of over 90 percent attests to stability.
Shareholder-friendly dividend policy: DBAG's policy is to pay a consistent base dividend, if at all possible, which is geared to the net asset value per share and current money market rates. We also want our shareholders to participate in very profitable transactions by way of a surplus dividend.