Second quarter 2021
Investors in the Sustainable Dividends Value Fund have seen another strong quarter. They achieved a return of 9.5% on their investment. Most stocks in the portfolio reported a strong start of the year and many of them increased the full year outlook for 2021. The Fund outperformed the quarterly return of the MSCI Europe by 3%-point, as the index showed a return of 6,5%. From the start of the Fund in 2016 we have retuned 72% versus 42% for the MSCI Europe Index. In this period our risk, as defined by standard deviation, was not higher, in fact it was significantly lower than the market average. 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 models as a result of the coronacrisis. 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.