June 2022

Sustainable Dividends Value Fund Monthly Report June 2022

The Sustainable Dividends Value Fund was unable to escape the general malaise in the stock market in the past month. With virtually no corporate news published in June, the market is a plaything for the – anything but favorable – political and economic developments. The combination of high inflation, global interest rate hikes, and declining consumer confidence caused the stock market to fall sharpest since 2020. On average, the prices of the large stocks in Europe (MSCI Europe Index) fell by 7.7% in June. We did not do better and the value of the fund fell by 7.9% to EUR 120.35. Because we invest not only in large, but also in medium-sized and small companies, we also report their results. Mid-sized companies saw a price decline of 9.7% (MSCI Europe Mid Cap Index) and small companies an average 11.8% (MSCI Europe Small Cap Index).

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Sustainable

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

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When assessing an investment, dividends are very important.

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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.