News & Publications

Thematic Studies - 03/11/2013

Another year of growth for European SRI retail mutual funds – Mixed trends across European countries

  • European SRI retail funds’ assets reached an historic peak of €108bn at the end of June 2013 (+14% over one year),
  • After having been stable for three years, the number of UCITS funds has increased up to 922 across Europe in June 2013 (from 884 the previous year),
  • The Netherlands were the most dynamic market in terms of assets’ growth (+106%) followed by the UK (+30%); Sweden (+28%) and Switzerland (+18%),
  • After years of strong growth, France decreased by 7% in terms of assets, but remains the largest market for SRI retail funds, followed by the UK ranking 2nd, and the Netherlands with Switzerland ranking joint 3rd.

The 13th edition of Vigeo report “Green Social and Ethical Funds in Europe”, recognized 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.

 

To learn more about the report and the SRI Funds service, please contact Simonetta Bono.

Press contact : Anita Legrand.

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Keywords : ESG, Europe