Market development sustainable investment 1st Quarter

21/06/2016 — 

According to information from the Sustainable Business Institute (SBI) a total of 403 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.03.2016...



... According to information from the Sustainable Business Institute (SBI), publisher of the European market platform www.sustainable-investment.org, a total of 403 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.03.2016. By 31.03.2016, these 403 funds were invested with about 58 billion Euros (all tranches) or about 44 billion Euros (only retail 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).

In each fund profile you will find both volumes: for all tranches and only retail tranche. The data below are based on all tranches of the retail funds.

Overall, up to end of the first quarter 2016, 9 funds were newly recorded into the fund universe of the SBI funds database. These funds were either launched in 2016, have adapted their strategy to "sustainability" or were already registered in other countries. At the end of the first quarter 2016, these funds were invested with approximately 482 million Euros. 6 funds have been closed since the beginning of the year or merged with other funds.

30 billion Euros were invested in 206 equity funds. The performance of the equity funds that were already launched in late 2015 was very diverse: at the end of the first quarter 2016 it ranged between plus 8% and minus 19%. 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.

11 billion Euros were invested in 82 fixed income funds. The performance of these funds that were already launched in late 2015 ranged between plus 5% and minus 2% in the first quarter 2016.

11.5 billion Euros were invested in 74 balanced funds and 423 million Euros in 11 umbrella funds. The performance of balanced funds that had been launched in late 2015 was between plus 8% and minus 19% in the first quarter 2016. The performance of the umbrella funds that were launched in late 2015 was between minus 1% and minus 7%. Looking at the 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.

1.9 billion Euros were invested in the 18 sustainable ETFs. The performance of the ETFs that were already launched by the end of 2015 was between plus 9% and minus 13% in the first quarter.

1.7 billion Euros were invested in the 6 Microfinance Funds. The performance ranged between plus 1% and minus 1%.

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

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