Every day, the companies in our fund are busy solving today’s important sustainability issues. For example, Alfa Laval, Solar and Bravida are involved in the production of heat pumps to heat or cool your home in an energy-efficient manner. SKF and TKH are involved in generating your energy in a sustainable way with wind turbines. And Vopak and SMS are active in developing and maintaining large batteries that are needed for the temporary storage of sustainably generated energy. Not only are the products of these companies sustainable, but they also ensure that their own production is as energy efficient as possible. All this helps us in the fight against global warming and climate change. However, there are large differences in performance from quarter to quarter, and in recent months it has become clear that several projects in the wind sector are being delayed due to the rapid increase in interest rates. Several companies have indicated that they are affected by this. Partly as a result, the fund’s price fell by 7.1% in the third quarter. However, this is a snapshot in the multi-year story of the energy transition. The demand for sustainably generated energy and the products of our companies is growing rapidly, and we are convinced that these companies and their shareholders will sooner or later be rewarded.



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.