Investors in the Sustainable Dividends Value Fund saw the value of their investment increase by a modest 0.2% this month. The modest appreciation in value masks a stock market where the increasing levels of fear and a falling consumer confidence put pressure on the returns. The continuation of the war in Ukraine also sparks fear with investors. All across the world stock markets came under pressure. As a result the MSCI Europe Index fell by 0.6% and the Dutch AEX-index over 1%. The US S&P 500 index dropped some 9% and the tech-heavy Nasdaq index had its worst month since 2008, falling 13% for the month. From the start in 2016 our fund has now made more than 75% return (+9.2% per year), versus 45% for the MSCI Europe (+6.1% per year).
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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.