Market development sustainable investment 2014

24/04/2015 — 

According to information from the Sustainable Business Institute (SBI), publisher of the European market platform, a total of 393 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.12.2014. By 31.12.2014, ...

... these 393 funds were invested with about 47 billion Euros. At the end of 2013 the SBI registered 383 funds that were invested with a total of about 40 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 2014, 28 funds were newly recorded into the fund universe of the SBI funds database. These funds were either launched in 2014, have adapted their strategy to "sustainability" or were already registered in other countries. At the end of 2014, these funds were invested with approximately 2 billion Euros. 18 funds have been closed since the beginning of the year or merged with other funds.

25.9 billion Euros were invested in 205 equity funds. The performance of the equity funds that were already launched in late 2013 was very diverse: in 2014 it ranged between plus 27% and minus 14%. 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.

9.8 billion Euros were invested in 73 fixed income funds. The performance of these funds that were already launched in late 2013 ranged between plus 15% and minus 16% in 2014.

8.4 billion Euros were invested in 74 balanced funds and 430 million Euros in 12 umbrella funds. The performance of balanced funds that had been launched in late 2013 was between plus 13% and minus 11% in 2014. The performance of the umbrella funds that were launched in late 2013, was between plus 17% and plus 3%. 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. 1.2 billion Euros was invested in the 19 sustainable ETFs. The performance of the ETFs that were already launched by the end of 2013 was between plus 21% and minus 4% in 2014. By the end of 2014 about 1.2 billion Euros were invested in the 5 Microfinance Funds. The performance ranged between plus 4% and plus 3%.

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



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