MARKET DEVELOPMENT SUSTAINABLE INVESTMENT 3RD QUARTER 2016

22/12/2016 — 

According to the Sustainable Business Institute (SBI) a total of 409 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as of 30.09.2016...

According to the Sustainable Business Institute (SBI), publisher of the European market platform www.sustainable-investment.org, a total of 409 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as of 30.09.2016. 
 
By 30.09.2016, these 409 funds were invested with about 65 billion Euros (all tranches). At the end of 2015, the SBI registered 400 funds that were invested with a total of about 45 billion Euros (only retail tranches).
 
The following data is based on both the volume of all tranches and the performance of the funds published on www.sustainable-investment.org. 
 
By the end of the third quarter of 2016, 17 new funds were added to the SBI funds database. These funds were either launched in 2016, have adapted their strategy to "sustainability" or were already registered in other countries. These funds were invested with approximately 1.3 billion Euros. Eight funds have been closed since the beginning of the year or merged with other funds.
 
33 billion Euros were invested in 207 equity funds. The performance of the equity funds that were already launched in late 2015 was very diverse: at the end of the third quarter of 2016 it ranged from plus 32 % and minus 27 %. It should be noted that the nature of the equity funds differs greatly: These funds include broadly based international funds as well as specialized funds with a regional focus, and also technology and specialist funds.
 
13 billion Euros were invested in 86 fixed income funds. The performance of these funds that were already launched in late 2015 ranged between plus 16 % and minus 3 % in the third quarter of 2016.
 
13 billion Euros were invested in 74 balanced funds and 409 million Euros in 11 umbrella funds. The performance of the balanced funds that had been launched in late 2015 was between plus 10 % and minus 28 % in the third quarter of 2016. The performance of the umbrella funds that were launched in late 2015 was between plus 3 % and minus 6 %. Looking at both mixed and umbrella funds it should be noted that the proportion of shares in the portfolio differs significantly - with a corresponding effect on risk and return.
 
2.5 billion Euros were invested in the 19 sustainable ETFs. The performance of the ETFs that were already launched at the end of 2015 was between plus 16 % and minus 14 % in the third quarter.
 
1.8 billion Euros were invested in the 6 Microfinance Funds. The performance ranged between plus 2 % and minus 1 %.

Dr. Paschen v. Flotow, Sustainable Business Institute (SBI), December 2016

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