Market development sustainable investment 2010

31/01/2011 — 

According to information from the Sustainable Business Institute (SBI), publisher of the European market platform www.sustainable-investment.org, a total of 354 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.12.2010.

By 31.12.2010, these 354 funds were invested with about 34 billion Euros. At the end of 2009 the SBI registered 313 funds that were invested with a total of about 30 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 year 2010, 59 funds were newly recorded into the fund universe of the SBI funds database. These funds were either launched in 2010, have adapted their strategy to "sustainability" or were already registered in other countries. At the end of 2010, these funds were invested with approximately 2.7 billion Euros. 18 funds have been closed since the beginning of the year or merged with other funds.

23.2 billion Euros were invested in 212 equity funds. The performance of the equity funds that were already launched in late 2009 was very diverse: in 2010 it ranged between plus 68% and minus 24%. 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.

5.4 billion Euros were invested in 46 fixed income funds. The performance of these funds that were already launched in late 2009 ranged between plus 13% and minus 3% in 2010.

4.4 billion Euros were invested in 67 balanced funds and 156 million Euros in 15 umbrella funds. The performance of balanced funds that had been launched in late 2009 was between plus 24% and minus 31% in 2010. The performance of the umbrella funds that were launched in late 2009, was between plus 17% and plus 1%. 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. 692 million Euros was invested in the 11 sustainable ETFs. The performance of the ETFs that were already launched by the end of 2009 was between plus 20% and minus 28% in 2010.


Dr. Paschen v. Flotow, Sustainable Business Institute (SBI), January 2011

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