Monthly reports

Sustainable Dividends Value Fund

  • Alle
  • 2022
  • 2023
  • 2024

Interest rates and politics prevail

June was a month with very little corporate news, and that means that in the stock market we have to rely mostly on…

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May 2024

Hopes for lower interest rates and fears of a return of inflation are still major drivers of European stock markets.

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April 2024

On the stock market, enthusiasm about better-thanexpected economic growth and disappointment about a declining likelihood of interest rate cuts alternated rapidly.

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March 2024

In March, we saw better-than-expected inflation data in some key European markets combined with comments from the European Central Bank indicating lower interest rates later this year.

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February 2024

Better-than-expected annual results from many companies ensure a continued positive sentiment on European stock markets.

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January 2024

After two months of significant price increases at the end of last year, the stock prices in our fund saw an average decrease of 3% in January.

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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.

Read more about July 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.