Fourth quarter 2021
An excellent year for the stock market ended with a good fourth quarter. The participants in the Sustainable Dividends Value Fund achieved a return of 6.3% on their investment. Incidentally, we lagged slightly behind the MSCI Europe, as the index was up 7.7% in the past quarter. The vast majority of shares in the fund saw their share price rise this year, resulting in a total return of 22.5% in 2021. This made 2021 the best year in the fund’s six-year existence so far and our investors achieved a positive return for the third consecutive year. Since its inception in 2016, the fund has now delivered 84% returns, compared to 54% for the MSCI Europe. Our singular annual outperformance is in line with our goal. It is clear that sustainable investing does not have to come at the expense of returns. Our strategy has proven itself in good times as well as in difficult times. Many of our investments have benefited from the economic recovery in the past year. In 2021 we welcomed many new investors to our fund. Our team will do everything it can to live up to the trust 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.