Market developments in sustainable investment during the 1st half-year 2013

30/09/2013 — 

According to information from the Sustainable Business Institute (SBI), publisher of the European market platform www.sustainable-investment.org, a total of 375 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 30.06.2013. By 30.06.2013, these 375 funds were invested ...

... with about 38 billion Euros. At the end of 2012, the SBI registered 384 funds that were invested with a total of about 35 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 the end of the first half-year 2013, 17 funds were newly recorded into the fund universe of the SBI database. These funds were either launched in 2013, have adapted their strategy to "sustainability" or were already registered in other countries. At the end of the first half-year 2013, these funds were invested with approx. 1.1 billion Euros 26 funds have been closed since the beginning of the year or merged with other funds.

22.5 billion Euros were invested in 202 equity funds. The performance of the equity funds that were already launched in late 2012 was very diverse: in the first half-year it ranged between + 55% and - 36%. It should be noted that the equity funds differ greatly: they funds include broadly based international funds as well as specialized funds with a regional focus, and also technology and specialist funds.

7.7 billion Euros were invested in 63 fixed income funds. The performance of these funds that were already launched in late 2012 ranged between + 7% and - 11% in the first half-year 2013.
5.5 billion Euros were invested in 69 balanced funds and 460 million Euros in 13 umbrella funds. The performance of balanced funds that had been launched in late 2012 was between + 14% and - 3% in the first half-year 2013. The performance of the umbrella funds that were launched in late 2012, was between + 13% and - 1%. Looking at the mixed and umbrella funds it should be noted that the proportion of shares differs significantly - with a corresponding impact on risk and return.

A total of approx. 740 million Euros was invested in the 23 sustainable Exchange Traded Funds (ETFs). The performance of the ETFs that were already launched by the end of 2012 was between + 14% and + 1% in the first half-year. By the end of the first half-year, about 760 million Euros were invested in the five Microfinance Funds. The performance was between + 2% and + 1%.

Dr Paschen v. Flotow, Sustainable Business Institute (SBI), September 2013

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