โ“ [QUIZ] on the Covid 19 crisis impact on European sustainable mutual funds ๐ŸŽฏ

23 December 2020

๐Ÿ.๐ƒ๐จ ๐ฌ๐ฎ๐ฌ๐ญ๐š๐ข๐ง๐š๐›๐ฅ๐ž ๐Ÿ๐ฎ๐ง๐๐ฌ ๐ซ๐ž๐ฉ๐ซ๐ž๐ฌ๐ž๐ง๐ญ ๐š ๐ฌ๐ข๐ ๐ง๐ข๐Ÿ๐ข๐œ๐š๐ง๐ญ ๐ฉ๐š๐ซ๐ญ ๐จ๐Ÿ ๐ญ๐จ๐ญ๐š๐ฅ ๐š๐ฌ๐ฌ๐ž๐ญ๐ฌ ?
๐˜๐„๐’ - Sustainable fund assets in Europe have risen above โ‚ฌ1trn (Morningstar, Nov 2020) up 28% vs 2019. They represent 10% of total mutual fund assets in Europe.

๐Ÿ.๐‡๐š๐ฏ๐ž ๐ฌ๐ฎ๐ฌ๐ญ๐š๐ข๐ง๐š๐›๐ฅ๐ž ๐ฆ๐ฎ๐ญ๐ฎ๐š๐ฅ ๐Ÿ๐ฎ๐ง๐ ๐Ÿ๐ฅ๐จ๐ฐ๐ฌ ๐ข๐ง๐œ๐ซ๐ž๐š๐ฌ๐ž๐ ?
๐˜๐„๐’ - Ytd, sustainable funds have benefited the most from the Covid 19 crisis with flows up 56% vs 2019 meanwhile European mutual fund flows have decreased by 14%. 62% of total mutual fund flows are sustainable in 2020, i.e. twice the share of 2019.

๐Ÿ‘. ๐€๐ซ๐ž ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ ๐Ÿ๐š๐ฏ๐จ๐ฎ๐ซ๐ข๐ง๐  ๐ฉ๐š๐ฌ๐ฌ๐ข๐ฏ๐ž ๐จ๐ฏ๐ž๐ซ ๐š๐œ๐ญ๐ข๐ฏ๐ž ๐Ÿ๐ฎ๐ง๐๐ฌ ๐ข๐ง ๐ฌ๐ฎ๐ฌ๐ญ๐š๐ข๐ง๐š๐›๐ฅ๐ž ๐Ÿ๐ฎ๐ง๐๐ฌ?
๐๐Ž - The share of passive in sustainable funds is the same as in the overall European industry: 20% of total assets & 29% of equity. Yet, sustainable passive funds have seen the highest increase in 2020, +45% to reach assets of โ‚ฌ214bn.

๐Ÿ‘‰Active & passive fund combination is also key for sustainable investments. Being well informed is key to build efficient portfolios.

Marlene Hassine Konqui