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).



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.