February 2024

Sustainable-Dividends-Value-Fund-Maandbericht-Februari-2024

Better-than-expected annual results from many companies ensure a continued positive sentiment on European stock markets. Especially if the market’s expectations are not too high, better-than-expected figures can sometimes cause a big jump in share prices. This was clearly the case in the past month! Examples in our fund include Norwegian producer of reverse vending and waste recycling machines Tomra (+33%) and also SKF (+10%), the Swedish maker of ball bearings for all kinds of industrial applications. Both companies are growing their annual dividend payouts, a sign of confidence in the future. SKF will give a presentation to our investors on Thursday 7 March, where there will of course be an opportunity to ask questions to the company. You are welcome to attend this meeting and invited to register by sending a message to info@sustainabledividends.com. All in all, the results season drove the fund’s share price up +2.9% in February. On average, European large caps rose +1.9%. Mid (+1.2%) and small caps (+0.1%) slightly lagged. Since the launch in 2016, we have now achieved over 56% return for our investors.

Download monthly report PDF

Newsletter

Name
Consent(Required)
To all monthly reports

Contact us directly

+31 (0)20 244 36 54
info@sustainabledividends.com

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.
Sustainable-Dividends-Value-Fund-Fonds

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.