Market development sustainable investment 2008

01/02/2009 — 

According to information from the Sustainable Business Institute (SBI), publisher of the European market platform, a total of 274 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.12.2008.

By 31.12.2008, these 274 funds were invested with about 21 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 year 2008, 101 funds were newly recorded into the fund universe of the SBI database. These funds were either launched in 2008, have adapted their strategy to "sustainability" or were already registered in other countries. At the end of 2008, these funds were invested with approx. 2.9 billion Euros. Eight funds have been closed since the beginning of the year or merged with other funds.

14.31 billion Euros were invested in 170 equity funds. The performance of the equity funds that were already launched in late 2007 was very diverse: in 2008 it ranged between – 8.25% and – 79.66%. 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.

3.31 billion Euros were invested in 38 fixed income funds. The performance of these funds that were already launched in late 2007 ranged between + 10.97% and – 25.12% in 2008.

3 billion Euros were invested in 46 balanced funds and 95.5 million Euros in 12 umbrella funds. The performance of balanced funds that had been launched in late 2007 was between – 1.7% and – 43.46% in 2008. The performance of the umbrella funds that were launched in late 2007, was between – 11.34% and - 45%. 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 75 million Euros was invested in the six sustainable Exchange Traded Funds (ETFs). The performance of the five ETFs that were already launched by the end of 2007 was between - 43% and - 65% in 2008. By the end of 2008, about 350 million Euros were invested in the two Microfinance Funds. The performance ranged between + 6.88% and + 5.60%.

Dr. Paschen v. Flotow, Sustainable Business Institute (SBI), February 2009


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