Kempen (Lux) Sustainable European Small-Cap Fund celebrates 15-year milestone
Generating an annualised gross return of 14.3%* since its inception on 1 November 2002 (with gross annualised alpha of 3.1% over the same period), the Kempen (Lux) Sustainable European Small-Cap Fund (fund) has continued to deliver strong long-term results by investing in a concentrated portfolio of quality smaller European companies that adhere to strict sustainability criteria covering environmental, social and governance factors.
Over the last 15 years, the Kempen investment team has gained significant experience integrating ESG factors into the analysis of European small-cap companies to identify high quality companies with a proven and sustainable competitive edge characterised by strong returns on invested capital. More than 1,750 companies have been scored on ESG criteria over this period.
Tommy Bryson, Co-Head of European small-caps at Kempen Capital Management (UK) Ltd, says the fund has continued to deliver consistently strong results over time due to its focus on company quality, proactive ESG engagement and identifying mispricing opportunities: “The excellent performance of the Kempen Sustainable Small-Cap Fund reflects the benefits of integrating ESG considerations alongside more traditional financial analysis and also the expertise of our investment team in engaging with smaller companies.”
*The value of your investment may fluctuate. Past performance provides no guarantee for the future.
This information of Kempen Capital Management N.V. (Kempen) is intended for information purposes only and provides insufficient information for an investment decision. Please read the Key Investor Document and the prospectus. These documents of the Fund as well as annual report, semi-annual report and the articles of incorporation of the Fund are available at the registered office of the Fund located at 6H, route de Trèves, L-2633 Senningerberg, Luxembourg and on the website of Kempen (https://www.kempen.com). The Sub-Fund is registered for offering in a limited number of countries. The countries where the Sub-Fund is registered can be found on the website.