June 2025: A positive month despite political tensions
In June, we saw a modest increase in the Sustainable Dividends Value Fund price by 0.7%. In months with hardly any corporate news, the stock markets are often driven by macroeconomic and political news. And there was plenty of that in the month that just ended, with the war in the Middle East, interest rate decisions by central banks, the NATO summit in The Hague and further steps in the global tariff war. The ECB and also the central banks of Norway and Sweden lowered the interest rate in June, while the American FED and the Bank of England kept the interest rate the same. The outcome of the NATO summit will ensure high investments in the coming years, not only in defense, but also in infrastructure, for example. On balance, this political news caused the European stock markets to fall by 1.3% (MSCI Europe Index). Partly due to the good corporate results of the British Paypoint plc for the recently ended financial year, we were able to achieve a positive result with the fund. For the whole of 2025, the counter now stands at a return of almost 15%. Investors in our fund have achieved a 90% return on their investment since its launch in 2016.
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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.