Market development sustainable investment 4th Quarter 2016

31/03/2017 — 

According to the Sustainable Business Institute (SBI), a total of 415 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as of 31.12.2016.

According to the Sustainable Business Institute (SBI), publisher of the European market platform www.sustainable-investment.org, a total of 415 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as of 31.12.2016.

By 31.12.2016, these 415 funds were invested with about 70 billion Euros (all tranches). At the end of 2015, the SBI registered 400 funds that were invested with a total of about 45 billion Euros (all tranches).

The following data is based on both the volume of all tranches and the performance of the funds published on www.sustainable-investment.org.

By the end of 2016, 23 new funds were added to the SBI funds database. These funds were either launched in 2016, have adapted their strategy to "sustainability" or were already registered in other countries. These funds were invested with approximately 1.5 billion Euros. 8 funds have been closed since the beginning of the year or merged with other funds.

36 billion Euros were invested in 210 equity funds. The performance of the equity funds that were already launched in late 2015 was very diverse: in 2016 it ranged from plus 27 % to minus 27 %. It should be noted that the asset allocation of the equity funds differs greatly: these funds include broadly based international funds as well as specialised funds with a regional focus, and also technology and specialist funds.

13 billion Euros were invested in 88 fixed income funds. The performance of these funds that were already launched in late 2015 ranged from plus 21 % to minus 1 % in 2016.

14 billion Euros were invested in 74 balanced funds and 413 million Euros in 11 umbrella funds. The performance of the balanced funds that had been launched in late 2015 ranged from plus 16 % to 33 % in 2016. The performance of the umbrella funds that were launched in late 2015 ranged from plus 8 % to minus 1 %. Looking at both mixed and umbrella funds it should be noted that the proportion of shares in the portfolio differs significantly - with a corresponding effect on risk and return.

2.8 billion Euros were invested in 20 sustainable ETFs. The performance of the ETFs that were already launched at the end of 2015 ranged from plus 16 % to minus 16 % in 2016.

2 billion Euros were invested in 6 Microfinance Funds. The performance ranged from plus 2 % to minus 1 % in 2016.

Dr. Paschen v. Flotow, Sustainable Business Institute (SBI), March 2017

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