Fourth quarter 2020
The Sustainable Dividends Value Fund has had another good quarter. The investors in the fund achieved a return of 6.1% on their investment. This, incidentally, lagged somewhat behind the return of the MSCI Europe, which showed an increase of no less than 10.8% in the same period. If we look at the whole of 2020, the comparison is a lot more positive. Investors in the fund have achieved a positive return of 6.5% in the past year. The MSCI Europe, on the other hand, posted a negative return of -3.3% over the same period. From inception in 2016, the fund has made a 51% return, versus 23% for the MSCI Europe. It is clear that sustainable investing does not have to come at the expense of returns. Our strategy has proven itself during good, but also during difficult times. This is mainly because the fund does not hold shares of companies that suffered permanent, irreparable impairments to their business model as a result of the crisis. We were again able to welcome several new clients in the past quarter. Our team will once more do everything we can to live up to the confidence they have placed in us.
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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.