Market development sustainable investment 2012

08/04/2013 — 

According to information from the Sustainable Business Institute (SBI), publisher of the European market platform, a total of 384 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.12.2012.

By 31.12.2012, these 384 funds were invested with about 35 billion Euros. At the end of 2011 the SBI registered 357 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 2012, 55 funds were newly recorded into the fund universe of the SBI funds database. These funds were either launched in 2012, have adapted their strategy to "sustainability" or were already registered in other countries. At the end of 2012, these funds were invested with approximately 4.4 billion Euros. 28 funds have been closed since the beginning of the year or merged with other funds.

21 billion Euros were invested in 203 equity funds. The performance of the equity funds that were already launched in late 2011 was very diverse: in 2012 it ranged between plus 29% and minus 13%. 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.

7 billion Euros were invested in 59 fixed income funds. The performance of these funds that were already launched in late 2011 ranged between plus 31% and minus 9% in 2012.

5.3 billion Euros were invested in 78 balanced funds and 500 million Euros in 15 umbrella funds. The performance of balanced funds that had been launched in late 2011 was between plus 15% and minus 1% in 2012. The performance of the umbrella funds that were launched in late 2011, was between plus 12% 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. 615 million Euros was invested in the 24 sustainable ETFs. The performance of the ETFs that were already launched by the end of 2011 was between plus 18% and minus 7% in 2012. By the end of 2012 about 670 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), April 2013


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