Market Development Sustainable Investment 2013

03/03/2014 — 

According to information from the Sustainable Business Institute (SBI), publisher of the European market platform www.sustainable-investment.org, a total of 383 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.12.2013. The 383 funds were invested ...

... until 31.12.2013 with about 40 billion Euros. At the end of 2012 the SBI registered 384 funds that were invested with a total of about 35 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 end of the year 2013, 35 funds were newly recorded into the fund universe of the SBI funds database. These funds were either launched in 2013, have adapted their strategy to "sustainability" or were already registered in other countries. At the end of 2013, these funds were invested with approximately 2.1 billion Euros. 36 funds have been closed since the beginning of the year or merged with other funds.

24.6 billion Euros were invested in 206 equity funds. The performance of the equity funds that were already launched in late 2012 was very diverse: in 2013 it ranged between plus 145% and minus 38%. 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.

7.4 billion Euros were invested in 66 fixed income funds. The performance of these funds that were already launched in late 2012 ranged between plus 15% and minus 18% in 2013.

6.2 billion Euros were invested in 74 balanced funds and 465 million Euros in 13 umbrella funds. The performance of balanced funds that had been launched in late 2012 was between plus 33% and minus 3% in 2013. The performance of the umbrella funds that were launched in late 2012, was between plus 22% and plus 2%. 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. 785 million Euros was invested in the 19 sustainable ETFs. The performance of the ETFs that were already launched by the end of 2012 was between plus 48% and plus 15% in 2013. By the end of 2013 about 972 million Euros were invested in the 5 Microfinance Funds. The performance ranged between plus 3% and plus 2%.

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

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