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Portfolio

Sustainable dividend investing in European enterprises

Sustainable

We invest in enterprises that respond to structural developments within the European economy and contribute to a future-proof Europe.

Dividend

Growing dividend functions as an indicator of financial discipline, strong cash flows and a robust business model.

Value

We search for undervalued enterprises with a clear long-term perspective, in which valuation discipline is central.
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Carefully selected European enterprises

The Sustainable Dividends Value Fund invests in carefully selected European enterprises with a combination of sustainability, dividend growth and valuation. Our sector distribution is not a predetermined allocation, but the result of a bottom-up selection process in which ESG analysis, financial health and a strong business model are central.

By investing in enterprises that respond to structural developments within the European economy, a portfolio arises with exposure to sectors that are both socially relevant and economically attractive. Within our analysis we look at the role of companies within the energy transition, digitalization, healthcare, infrastructure and industrial innovation, while dividend discipline remains an important indicator of financial quality and capital allocation.

The sectors below give insight into how we look at sustainable investing in Europe, which ESG objectives are connected to this and why these markets can also be interesting from an investment perspective.

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Allocaties

Top 10 Holdings
Per 31 december 2025

Sectoren

Alle sectoren
Per 31 december 2025

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Contact us directly

+31 (0)20 244 36 54
info@sustainabledividends.com

Testimonials

Harm Welleweerd
Former CEO iwell

Companies that see circular commodities and the clean energy transition as real opportunities have the best chances for successful growth. The Sustainable Dividends Value Fund focuses especially on this type of companies. This offers me greater certainty of returns and the chance to invest equity capital in accelerating the transition into a more sustainable society.

Bart van Asten
CTO of WorldACD Market Data

The Sustainable Dividends Value Fund invests in companies that take sustainability seriously. The fund is run by experienced people whom I have known for a long time and in whom I have great confidence. Those two factors ensure that I have been a participant in the fund for many years with peace of mind.

Milko Brinkman
Founder Brinkman Financial Consultants

The Sustainable Dividends team strives for socially sustainable impact. The world is changing rapidly. From my beach house, I saw Boskalis doing sand replenishment, TKH pulling cables to offshore wind turbines and Fugro mapping the North Sea and coastlines. Ørsted builds offshore wind farms, Vopak takes care of hydrogen storage and LNG, and SKF supplies ball bearings for wind turbines. Investing is that simple, and the Sustainable Dividends Value Fund invests in some of these companies.

Michiel Langezaal
co-founder and CEO Fastned

What really appealed to me about Sustainable Dividends is the story. First, we invest only in sustainable companies. Then, we look for companies that show an upward trend in dividend payments because companies with growing dividends have historically achieved above-average returns. A refreshingly simple and clear strategy that gives me confidence.