Market developments in sustainable investment during the 1st Quarter 2014

09/05/2014 — 

According to information from the Sustainable Business Institute (SBI), publisher of the European market platform www.sustainable-investment.org, a total of 385 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.03.2014. By 31.03.2014, these 385 funds were invested ...

... with about 40 billion Euros. At the end of 2013, the SBI registered 383 funds that were invested with a total of about 40 billion Euros.

The Sustainable Business Institute (SBI) includes all funds that claim to consider in a special way social, environmental or ethical criteria. The SBI relies on information contained in the fund prospectuses and fact sheets of the investment companies.

Overall, up to the end of the first quarter 2014, seven funds were newly recorded into the fund universe of the SBI database. These funds were either launched in 2014, have adapted their strategy to "sustainability" or were already registered in other countries. At the end of the first quarter 2014, these funds were invested with approximately 212 million Euros. Five funds have been closed since the beginning of the year or merged with other funds.

23.4 billion Euros were invested in 206 equity funds. The performance of the equity funds that were already launched in late 2013 was very diverse: in the first quarter it ranged between + 22% and - 6%. It should be noted that the equity funds differ greatly: These funds include broadly based international funds as well as specialized funds with a regional focus, and also technology and specialist funds.

7.7 billion Euros were invested in 67 fixed income funds. The performance of these funds that were already launched in late 2013 ranged between + 6% and - 2% in the first quarter.

6.7 billion Euros were invested in 75 balanced funds and 454 million Euros in 13 umbrella funds. The performance of balanced funds that had been launched in late 2013 was between + 5% and - 9% in the first quarter 2014. The performance of the umbrella funds that were launched in late 2013, was between + 3% and 0%. Looking at the mixed and umbrella funds it should be noted that the proportion of shares differs significantly - with a corresponding impact on risk and return.

A total of approx. 867 million Euros was invested in the 19 sustainable Exchange Traded Funds (ETFs). The performance of the ETFs that were already launched by the end of 2013 was between + 10% and - 2% in the first quarter. By the end of the first quarter 2014, about 1 billion Euros were invested in the five Microfinance Funds. The performance ranged by 1%.

Dr. Paschen v. Flotow, Sustainable Business Institute (SBI), May 2014

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