Investors in the Sustainable Dividends Value Fund achieved a return of 1.9% last month. This means we ended 2025 with an increase of over 22% versus the value of the fund at the end of last year. Together with 2021, this past year was one of the best years for our fund. The main driver of this strong return was the continued profit growth reported by the companies in our fund over the course of 2025. In December a lack of corporate news forced investors to resort to macroeconomic, monetary, and political news. The most notable event was the further interest rate cut by the central bank in the United States. This rate decrease positively impacted the sentiment on the stock markets. Furthermore, some investors drew hope from the peace talks aimed at ending the nearly four-year war in Ukraine. Ultimately, the MSCI Europe Index rose by 2.7% in December. This brings the annual return for this European index to over 19%. Investors in our fund have achieved returns of more than 100% since the strategy’s inception in 2016.
Newsletter
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.