Market Development Sustainable Investment 2011

31/01/2012 — 

According to information from the Sustainable Business Institute (SBI), publisher of the European market platform www.sustainable-investment.org, a total of 357 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.12.2011.

By 31.12.2011, these 357 funds were invested with about 30 billion Euros. At the end of 2010, the SBI registered 354 funds that were invested with a total of about 34 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 the end of the year 2011, 36 funds were newly recorded into the fund universe of the SBI database. These funds were either launched in 2011, have adapted their strategy to "sustainability" or were already registered in other countries. At the end of 2011, these funds were invested with approx. 2.5 billion Euros. 33 funds have been closed since the beginning of the year or merged with other funds.

18.2 billion Euros were invested in 197 equity funds. The performance of the equity funds that were already launched in late 2010 was very diverse: in 2011 it ranged between + 11% and - 60%. It should be noted that the equity funds differ greatly: they funds include broadly based international funds as well as specialized funds with a regional focus, and also technology and specialist funds.

5.5 billion Euros were invested in 53 fixed income funds. The performance of these funds that were already launched in late 2010 ranged between + 19% and - 11% in 2011.

4.6 billion Euros were invested in 60 balanced funds and 570 million Euros in 17 umbrella funds. The performance of balanced funds that had been launched in late 2010 was between + 8% and - 41% in 2011. The performance of the umbrella funds that were launched in late 2010, was between - 0.5% and - 23%. 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 600 million Euros was invested in the 24 sustainable Exchange Traded Funds (ETFs). The performance of the ETFs that were already launched by the end of 2010 was between + 5% and - 38% in 2011. By the end of 2011, about 550 million Euros were invested in the six Microfinance Funds. The performance of the two Microfinance Funds that were already launched by the end of 2010, and we have information ranged between + 3% and + 2,5%.


Dr. Paschen v. Flotow, Sustainable Business Institute (SBI), January 2012

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