𝟏.𝐃𝐨 𝐬𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐥𝐞 𝐟𝐮𝐧𝐝𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭 𝐚 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐭𝐨𝐭𝐚𝐥 𝐚𝐬𝐬𝐞𝐭𝐬 ?
𝐘𝐄𝐒 – Sustainable fund assets in Europe have risen above €1trn (Morningstar, Nov 2020) up 28% vs 2019. They represent 10% of total mutual fund assets in Europe.
𝟐.𝐇𝐚𝐯𝐞 𝐬𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐥𝐞 𝐦𝐮𝐭𝐮𝐚𝐥 𝐟𝐮𝐧𝐝 𝐟𝐥𝐨𝐰𝐬 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐝 ?
𝐘𝐄𝐒 – 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.
𝟑. 𝐀𝐫𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐟𝐚𝐯𝐨𝐮𝐫𝐢𝐧𝐠 𝐩𝐚𝐬𝐬𝐢𝐯𝐞 𝐨𝐯𝐞𝐫 𝐚𝐜𝐭𝐢𝐯𝐞 𝐟𝐮𝐧𝐝𝐬 𝐢𝐧 𝐬𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐥𝐞 𝐟𝐮𝐧𝐝𝐬?
𝐍𝐎 – 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 €214bn.
👉Active & passive fund combination is also key for sustainable investments. Being well informed is key to build efficient portfolios.
Marlene Hassine Konqui