Market development sustainable investment 3rd Quarter 2018

30/09/2018 — 

According to the Sustainable Business Institute (SBI), publisher of the European market platform www.nachhaltiges-investment.org, a total of 509 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as of 30.09.2018. By 30.09.2018, these 509 funds were invested with about 126 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 end of the third quarter of 2018, 52 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 11 billion Euros. Since the beginning of the year, 25 funds have been closed or merged with other funds or changed their investment strategy.

58 billion Euros were invested in 237 equity funds. The performance of the equity funds that were already launched by end of 2017 was very diverse: By end of the third quarter of 2018, it ranged from 21.1 % to -23.2 %. 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 billion Euros were invested in 109 fixed income funds. The performance of these funds that were already launched by end of 2017 ranged by end of the third quarter from 2.6 % to -8.4 %.

29 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 2017 ranged by end of the third quarter from 7.1 % to -14.9 %. The performance of the umbrella funds that were launched in late 2017 ranged from 2.1 % to -2.1 %. 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.

8.2 billion Euros were invested in 30 sustainable ETFs. The performance of the ETFs that were already launched by end of 2017 ranged by end of the third quarter from 15.3 % to -6.2 %.

3.3 billion Euros were invested in 7 Microfinance Funds. The performance ranged from 3.2 % to 0.6 % by end of the third quarter.

2 billion Euros were invested in 4 sustainable real estate funds. The performance ranged from 2.6 % to -0.6 % by end of the third quarter.

0.6 billion Euros were invested in 4 convertible bond funds. The performance ranged from 1 % to -1.9 % by end of the third quarter.

Merry Christmas and best wishes for a successful and sustainable year 2019!


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

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