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2016: SRI development goes on: again continued growth for green, social and ethical retail funds in Europe

  • In 2016, the European SRI retail fund market has continued to grow (+16%): assets under management reached now almost € 158bn (€ 135bn in 2015) representing 2% of the overall retail funds market.
  • Number of funds slightly decreased (-5%) and reach the figure of 1138 funds (1204 in 2015).
  • France and the Netherlands showed a growth (+22% and +38% respectively), while UK experienced a decline (-6%) and Belgium remained flat.

These trends are extracted from the 17th edition of the study « Green, Social and Ethical Funds in Europe », the yearly report produced by Vigeo Eiris Italy in partnership with Morningstar for the period June 2015 to June 2016.

This year, we observe in Europe:

  • The four largest markets (France, UK, Switzerland and The Netherlands) confirmed their leadership, accounting for 68% of European assets.
  • France was confirmed as the largest European SRI retail market (37% of the total), whilst UK remained in second place (12%), followed by The Netherlands (10%).
  • Equity funds (46% of the total) still outweigh fixed income funds (30%) and balanced funds (24%). However their share has not yet reached again the 2007 record of 67%.

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