Monthly reports 2023

Sustainable Dividends Value Fund

December 2023

December was by far the best month of the year and investors saw the value of their investment in the fund increase by 8.2%.

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November 2023

This month it became very clear how big of an impact good news can have on equity markets.

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October 2023

Although the chance of a further increase in short-term interest rates does not seem large, we still saw long-term interest rates rise sharply in October.

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September 2023

The US central bank’s warning of a possible interest rate hike at the end of the year had an impact on global stock markets.

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August 2023

Every day, the companies in our fund are busy solving the important sustainability issues of the moment

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July 2023

The past month was all about the second quarter results publications.

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June 2023

Sometimes you have a month in which just too many individual stocks in our concentrated portfolio have to give way at the same time.

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May 2023

May was a difficult month for investors in European equities.

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April 2023

April was another nice month. The investors in the Sustainable Dividends Value Fund saw the share price increase by 2.3%.

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March 2023

The investors in the Sustainable Dividends Value Fund saw the fund price fall by 0.6% in March.

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February 2023

Investors moved between optimism due to good quarterly results and pessimism due to recurring fears of further interest rate hikes.

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January 2023

The start of the new year sparked investor optimism and investors in our fund saw the share price rise 4.2% in January.

Read more about January 2023

The fund

Sustainable Dividends offers an investment fund that invests in a well-diversified portfolio of European companies at the forefront of the sustainability transition. Our focus is on a disciplined investment process, while applying both qualitative and quantitative financial criteria.