Ethical Performance
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Ethical retail funds see rapid growth through 2015

European SRI retail funds have continued to show good growth over the course of 2015, according to the yearly report produced by CR evaluation agency Vigeo Italy in partnership with data provider Morningstar (June 2014 to June 2015).

The four largest markets (France, UK, Switzerland, Netherlands) confirm their leadership, accounting for 68% of European assets while smaller markets gained new assets: Spain (+19%), Austria (+17%) and Italy (+2,5%).

The report confirms France as the largest European SRI retail market (35% of the total), characterised by a high proportion of fixed income funds. The UK remained in second place (15%), outstripping other countries.

The Netherlands retains the highest country market share for SRI retail funds even if decreasing 16.3% this year compared to 17.8% in 2014. Belgium ranks 2nd (9,3%) in terms of penetration of SRI funds in the retail funds market. .

Equity funds (52% of the total) still outweigh fixed income funds (27%) and balanced funds (21%), says the report. 

Fouad Benseddik, director of Methodology at Vigeo commented: "SRI continues to represent a form of investment that is dynamic and a forward looking solution. Number of funds, assets under management and players engaged continue to growth which confirm the capacity of SRI to resist to the crisis."

Europe | SRI


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