Market development sustainable investment 1st Quarter

23/06/2015 — 

According to information from the Sustainable Business Institute (SBI), publisher of the European market platform www.sustainable-investment.org, a total of 397 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.03.2015.

By 31.03.2015, these 397 funds were invested with about 47 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 first quarter 2015, 12 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 the first quarter 2015, these funds were invested with approximately 753 million Euros. 8 funds have been closed since the beginning of the year or merged with other funds.

25 billion Euros were invested in 205 equity funds. The performance of the equity funds that were already launched in late 2014 was very diverse: at the end of the first quarter 2015 it ranged between plus 32% and minus 3%. 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.

9.5 billion Euros were invested in 76 fixed income funds. The performance of these funds that were already launched in late 2014 ranged between plus 10% and minus 5% in the first quarter 2015.

8.5 billion Euros were invested in 75 balanced funds and 480 million Euros in 11 umbrella funds. The performance of balanced funds that had been launched in late 2014 was between plus 17% and plus 7% in the first quarter 2015. The performance of the umbrella funds that were launched in late 2014, was between plus 17% 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. 1.6 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 27% and 0% in the first quarter. By 31.03.2015 about 1.4 billion Euros were invested in the 6 Microfinance Funds. The performance ranged between plus 1% and 0%.

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

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