March 2022

Sustainable Dividends Value Fund Monthly Report March 2022

Investors in the Sustainable Dividends Value Fund saw the value of their investment increase by 0.7% this month. Based on this one could assume that March would have been a quiet month. Nothing is more besides the truth though. The modest appreciation in value masks a rather high volatility of the underlying stock prices during the month. This also becomes clear when we take a look at the ascenders and descenders on the next page. Fear for the consequences of war in Ukraine at first instance resulted in large drawdowns of equities. Hope for a swift end to hostilities fuelled a fast recovery of European stock markets. On balance, the MSCI Europe Index rose 0.8%. From the start in 2016 the fund has now made more than 74% return (+9.3% per year), versus 46% for the MSCI Europe.

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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.