April 2024

Sustainable-Dividends-Value-Fund-Monthly-Report-April-2024

On the stock market, enthusiasm about better-thanexpected economic growth and disappointment about a declining likelihood of interest rate cuts alternated rapidly. This resulted in a small decline for the European markets. Good quarterly results and increasing interest in small caps meant that our fund actually showed a slight increase of 1.2%. Since launching in 2016, we have achieved over 61% returns. Several companies, such as Alfa Laval and Fugro, recently reported strong firstquarter figures and also indicated continued growth. Quite a few more companies will publish figures in the coming month. We look forward with great interest to Bloomsbury’s annual figures. This British publisher of consumer books as well as databases for schools and universities keeps showing a strong growth of both sales and profits year after year. Management has been able to grow the dividend for over 25 years. Our fund has been invested in Bloomsbury since its inception and we are pleased to announce that the company will make a presentation at our Investor Day on Thursday, June 13. You and your partner, friend or colleague are welcome to attend this event. Please register by emailing info@sustainabledividends.com.

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Sustainable

Sustainable lasts longer, both for our world and for our capital.

Dividends

When assessing an investment, dividends are very important.

Value

We use a proven process for valuing companies.
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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.

Testimonials

Harm Welleweerd
Former CEO iwell

Companies that see circular commodities and the clean energy transition as real opportunities have the best chances for successful growth. The Sustainable Dividends Value Fund focuses especially on this type of companies. This offers me greater certainty of returns and the chance to invest equity capital in accelerating the transition into a more sustainable society.

Bart van Asten
CTO of WorldACD Market Data

The Sustainable Dividends Value Fund invests in companies that take sustainability seriously. The fund is run by experienced people whom I have known for a long time and in whom I have great confidence. Those two factors ensure that I have been a participant in the fund for many years with peace of mind.

Milko Brinkman
Founder Brinkman Financial Consultants

The Sustainable Dividends team strives for socially sustainable impact. The world is changing rapidly. From my beach house, I saw Boskalis doing sand replenishment, TKH pulling cables to offshore wind turbines and Fugro mapping the North Sea and coastlines. Ørsted builds offshore wind farms, Vopak takes care of hydrogen storage and LNG, and SKF supplies ball bearings for wind turbines. Investing is that simple, and the Sustainable Dividends Value Fund invests in some of these companies.

Michiel Langezaal
co-founder and CEO Fastned

What really appealed to me about Sustainable Dividends is the story. First, we invest only in sustainable companies. Then, we look for companies that show an upward trend in dividend payments because companies with growing dividends have historically achieved above-average returns. A refreshingly simple and clear strategy that gives me confidence.