Market developments in sustainable investment during the 1st Quarter 2012

04/05/2012 — 

According to information from the Sustainable Business Institute (SBI), publisher of the European market platform, a total of 375 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as on 31.03.2012.

By 31.03.2012, these 375 funds were invested with about 34 billion Euros. At the end of 2011, the SBI registered 357 funds that were invested with a total of about 30 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 quarter 2012, 25 funds were newly recorded into the fund universe of the SBI database. These funds were either launched in 2012, have adapted their strategy to "sustainability" or were already registered in other countries. Seven funds have been closed since the beginning of the year or merged with other funds.

21.6 billion Euros were invested in 205 equity funds. The performance of the equity funds that were already launched in late 2011 was very diverse: in the first quarter it ranged between + 20% and - 2%. 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.

6 billion Euros were invested in 57 fixed income funds. The performance of these funds that were already launched in late 2011 ranged between + 15% and - 4% in the first quarter 2012.

5 billion Euros were invested in 68 balanced funds and 560 million Euros in 16 umbrella funds. The performance of balanced funds that had been launched in late 2011 was between + 19% and - 3% in the first quarter 2012. The performance of the umbrella funds that were launched in late 2011, was between + 9% and + 2%. 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. 600 million Euros was invested in the 24 sustainable Exchange Traded Funds (ETFs). The performance of the ETFs that were already launched by the end of 2011 was between + 13% and - 1% in the first quarter. By the end of the first quarter, about 570 million Euros were invested in the five Microfinance Funds. The performance ranged between + 1% and 0%.

Dr. Paschen v. Flotow, Sustainable Business Institute (SBI), May 2012



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