Market development sustainable investment 2015

10/02/2016 — 

According to information from the Sustainable Business Institute (SBI), a total of 400 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.12.2015...


According to information from the Sustainable Business Institute (SBI), publisher of the European market platform www.sustainable-investment.org, a total of 400 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.12.2015. By 31.12.2015, these 400 funds were invested with about 45 billion Euros. At the end of 2014 the SBI registered 393 funds that were invested with a total of about 47 billion Euros.

The Sustainable Business Institute (SBI) includes all funds that consider, in a specific 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 end of the year 2015, 39 funds were newly recorded into the fund universe of the SBI funds database. These funds were either launched in 2015, have adapted their strategy to "sustainability" or were already registered in other countries. At the end of 2015, these funds were invested with approximately 1.3 billion Euros. 32 funds have been closed since the beginning of the year or merged with other funds.

23 billion Euros were invested in 206 equity funds. The performance of the equity funds that were already launched in late 2014 was very diverse: in 2015 it ranged between plus 27% and minus 18%. It should be noted that the nature of 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.

9 billion Euros were invested in 80 fixed income funds. The performance of these funds that were already launched in late 2014 ranged between plus 7% and minus 9% in 2015.

9.1 billion Euros were invested in 73 balanced funds and 415 million Euros in 11 umbrella funds. The performance of balanced funds that had been launched in late 2014 was between plus 9% and minus 11% in 2015. The performance of the umbrella funds that were launched in late 2014, was between plus 10% and 0%. Looking at the mixed- and umbrella funds it should be noted that the proportion of shares in the portfolio differs significantly - with a corresponding impact on risk and return.

A total of approx. 1.8 billion Euros was invested in the 18 sustainable ETFs. The performance of the ETFs that were already launched by the end of 2014 was between plus 18% and minus 13% in 2015. By the end of 2015 about 1.5 billion Euros were invested in the 5 Microfinance Funds. The performance ranged between plus 4% and plus 1%.

Dr. Paschen v. Flotow, Sustainable Business Institute (SBI), February 2015

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