News & Publications

Thematic Studies - 19/12/2012

Another year of growth for European SRI mutual funds, mixed trends across European countries

  • European SRI retail funds’ assets reached €95bn at the end of June 2012 (+12% over one year)
  • The number of funds has remained broadly stable with 884 UCITS fund across Europe in June 2012
  • France was the most dynamic market in terms of assets’ growth (+31%) followed by the Netherlands (+24%) and Germany (+18%)
  • France continues to be by far the largest market for SRI retail funds, with the UK and Switzerland in 2nd and 3rd position respectively

 

The 12th edition of Vigeo Italia report “Green Social and Ethical Funds in Europe”, recognised as one of the European reference studies on SRI, offers a general outlook on SRI mutual funds in Europe.

The study provides data regarding the number and size of funds but also information about SRI approaches, top performing funds, specific costs, companies within the portfolios and asset allocation.

The reference study on SRI in Europe is produced by Vigeo, the leading environmental, social and governance ratings agency, in cooperation with Morningstar, a leading provider of mutual funds data/analysis.

 

For more information on this study and the SRI Fund Service, please contact Simonetta Bono

Press contact : Anita Legrand

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Keywords : ESG, Europe