Q3 2025: Sustainable Dividends Value Fund – clear profit growth
Now that the first interest rate cut in the United States has become a reality and the market considers the likelihood of further rate cuts high, we are seeing a rapid recovery in stock prices. Companies have reported rising profits in their half-year results, and expectations for the remainder of the year have been regularly revised upward. This is also the case in our portfolio. Consumers are benefiting from the interest rate cut and increased purchasing power, as salaries are currently rising faster than inflation. This increases their spending power, which generally translates into increased consumption. Furthermore, we expect that investment programs from national governments and the EU will generate significant orders for European companies in the coming years. All in all, there are many reasons to opt for a portfolio of European companies in the coming years.
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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.