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Frequently Asked Questions

Below you find answers to frequently asked questions about the Sustainable Dividends Value Fund.

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General

1. For whom is the Sustainable Dividends Value Fund intended?

The fund is aimed at investors with a long-term horizon who are looking for a structured approach within European equities.

2. What distinguishes Sustainable Dividends from other investment funds?
3. How can I plan an introductory meeting?
4. Do you work together with financial advisors?
5. How do I stay informed about updates and events?

Participation and liquidity

6. What is the minimum participation in the fund?

The fund is aimed at wealthy private and professional investors. Details about minimum participation are discussed during the introduction.

7. Are there fixed entry moments?
8. What if I want to sell my participations?
9. Can I increase my investment later?

Strategy and portfolio

10. What is the investment style of the fund?

The fund applies a bottom-up strategy and invests in individual European equities.

11. In which European companies does the fund mainly invest?
12. How many equities are on average in the portfolio?
13. Does the fund invest actively or passively?
14. How often is the portfolio adjusted?

Dividend

15. How often is dividend paid out?

Dividend payments depend on the results and are communicated via reports.

16. Is dividend guaranteed?
17. Is dividend automatically reinvested?

Return and risk

18. What return has the fund historically achieved?

Historical performance is published in our factsheets and reports.

19. What are the main risks of investing in the fund?
20. How does the fund deal with market fluctuations?

Sustainability

21. What does the Sustainable Dividends Value Fund do in terms of sustainability?

Sustainability is integrated into our analysis and forms an important part of our strategy.

22. How are ESG factors integrated into the investment analysis?

Documents and legal

23. Where can I find the annual report and other documents?

All reports and official documents are available via the documentation page.

24. Can I participate in the fund as a legal entity?

Any questions?

Is your question not listed? Feel free to contact us. We are happy to assist you.

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