The Sustainable Dividends Value Fund was unable to escape the general malaise in the stock market in the past quarter. The combination of the ongoing war in Ukraine, high inflation, worldwide interest rate hikes, and declining consumer confidence caused the stock market to fall sharply. Together with the not-so-great first quarter, this meant the most difficult start to the stock market year in decades. On average, the prices of the large stocks in Europe (MSCI Europe Index) fell by 9.0% in the second quarter. We underperformed slightly and the fund’s price fell by 11.6% to EUR 120.35. And because we invest not only in large, but also in medium-sized and small companies, we also report those results. Mid-sized companies saw a price decline of 13.2% (MSCI Europe Mid Cap Index) and small companies an average 14.9% (MSCI Europe Small Cap Index). It is common in times of fear that risky investments are the first to be sold. As smaller firms are seen as more risky, those prices fall faster. This is also the case in our fund. Since its inception in 2016, our fund has now delivered over 54% (+6.9% annually, after fees), versus 33% for the MSCI Europe (+4.5% annually). It is clear that sustainable investing does not have to come at the expense of returns.

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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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