Market development sustainable investment 2nd Quarter 2018

30/06/2018 — 

According to Sustainable Business Institute (SBI), publisher of the European market platform www.nachhaltiges-investment.org, a total of 501 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as of 30.06.2018. By 30.06.2018, these 501 funds were invested with about 118 billion Euros (all tranches). At the end of 2017, the SBI registered 482 funds that were invested with a total of about 106 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.nachhaltiges-investment.org.

By the end of the second quarter of 2018, 33 new funds were added to the SBI funds database. These funds were either launched in 2018, have adapted their strategy to "sustainability" or were already registered in other countries. These funds were invested with approximately 9,4 billion Euros. 13 funds have been closed since the beginning of the year or merged with other funds.

55 billion Euros were invested in 234 equity funds. The performance of the equity funds that were already launched in late 2017 was very diverse: At the end of the second quarter of 2018 it ranged from plus 12 % to minus 17 %. It should be noted that the nature 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.

24 billion Euros were invested in 109 fixed income funds. The performance of these funds that were already launched in late 2017 ranged from plus 4 % to minus 5 % in the second quarter of 2018.

25 billion Euros were invested in 105 balanced funds and 484 million Euros in 11 umbrella funds. The performance of the balanced funds that had been launched in late 2017 was between plus 4 % and minus 6 % in the second quarter of 2018. The performance of the umbrella funds that were launched in late 2017 was between minus 0 % and minus 3 %. 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.

7,1 billion Euros were invested in the 30 sustainable ETFs. The performance of the ETFs that were already launched at the end of 2017 was between plus 8 % and minus 9 % in the second quarter.

3,2 billion Euros were invested in the 7 Microfinance Funds. The performance ranged from plus 3 % to 0 %.


Dr. Paschen v. Flotow, Sustainable Business Institute (SBI), September 2018

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