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Monthly reports

Sustainable Dividends Value Fund

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  • Alle
  • 2026
  • 2025
  • 2024
  • 2023
  • 2022

February 2024

Better-than-expected annual results from many companies ensure a continued positive sentiment on European stock markets.

Read more about February 2024

January 2024

After two months of significant price increases at the end of last year, the stock prices in our fund saw an average decrease of 3% in January.

Read more about January 2024

December 2023

December was by far the best month of the year and investors saw the value of their investment in the fund increase by 8.2%.

Read more about December 2023

November 2023

This month it became very clear how big of an impact good news can have on equity markets.

Read more about November 2023

October 2023

Although the chance of a further increase in short-term interest rates does not seem large, we still saw long-term interest rates rise sharply in October.

Read more about October 2023

September 2023

The US central bank’s warning of a possible interest rate hike at the end of the year had an impact on global stock markets.

Read more about September 2023

August 2023

Every day, the companies in our fund are busy solving the important sustainability issues of the moment

Read more about August 2023

July 2023

The past month was all about the second quarter results publications.

Read more about July 2023

June 2023

Sometimes you have a month in which just too many individual stocks in our concentrated portfolio have to give way at the same time.

Read more about June 2023

May 2023

May was a difficult month for investors in European equities.

Read more about May 2023

April 2023

April was another nice month. The investors in the Sustainable Dividends Value Fund saw the share price increase by 2.3%.

Read more about April 2023

March 2023

The investors in the Sustainable Dividends Value Fund saw the fund price fall by 0.6% in March.

Read more about March 2023
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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.

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Testimonials