Market development sustainable investment 4th Quarter 2018

31/12/2018 — 

According to the Sustainable Business Institute (SBI), publisher of the European market platform www.nachhaltiges-investment.org, a total of 511 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as of 31.12.2018. By 31.12.2018, these 511 funds were invested with about 129,65 billion Euros (all tranches). At the end of 2018, the SBI registered 511 funds that were invested with a total of about 123,77 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.

59,23 billion Euros were invested in 239 equity funds. The performance of the equity funds that were already launched by end of 2018 was very diverse: By end of the fourth quarter of 2019, it ranged from 27.56 % to -12.41 %. 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.

24,67 billion Euros were invested in 108 fixed income funds. The performance of these funds that were already launched by end of 2018 ranged by end of the fourth quarter from 10.09 % to -3.16 %.

29,82 billion Euros were invested in 107 balanced funds and 0.49 billion Euros in 11 umbrella funds. The performance of the balanced funds that had been launched in late 2018 ranged by end of the fourth quarter from 51.72 % to -2.43 %. The performance of the umbrella funds that were launched in late 2018 ranged from 20.20 % to 2.89 %. 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.

9.89 billion Euros were invested in 31 sustainable ETFs. The performance of the ETFs that were already launched by end of 2018 ranged by end of the fourth quarter from 25.95 % to 0.63 %.

3,11 billion Euros were invested in 7 Microfinance Funds. The performance ranged from 0,95 % to -6,03 % by end of the fourth quarter.

2,03 billion Euros were invested in 4 sustainable real estate funds. The performance ranged from 13,13 % to 2,60 % in the first nine months.

0.41 billion Euros were invested in 4 convertible bond funds. The performance ranged from 8,65 % to 7.79 % by end of the fourth quarter.



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

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