February 2023

Sustainable Dividends Value Fund Maandbericht Februari 2023

Investors moved between optimism due to good quarterly results and pessimism due to recurring fears of further interest rate hikes. In the end, corporate figures won out and investors in our fund saw our share price rise 2.6% in February. Prices of European equities rose on average by 1.8% (MSCI Europe Index). The widely supported expectation remains that we will see inflation fall in 2023 and that the end of interest rate hikes will therefore be in sight. This provides more certainty for investors and more confidence in the future. The fear of a recession still exists, and may also cause sudden market downturns from time to time in the coming quarters. Our companies often focus on the long-term trend of sustainable transitions in combination with a strong financial basis. Therefore, most of the companies in the fund are less sensitive to a possible recession. We expect that they will also see revenue and profit growth in the current year. Dividends are also expected to rise in 2023 and the average expected dividend yield for our portfolio is now above 4%.

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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.