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Another year of growth for European SRI mutual funds

January, 15 2013
Mixed trends across European countries
  • EuropeanEuropean 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

Other highlights from the study include:

  • SRI funds now represent an aggregate of 1.6% of the overall European retail funds market*, a slightly higher proportion than in 2011 (1.4%),
  • Belgium shows the highest rate of market penetration for SRI retail funds (9%, stable compared to June 2011); whilst the Netherlands has been catching up (7.4%, vs 5.1% in June 2011),
  • There were six new entries in the top 10 funds (by size), they were all French funds,
  • Equity funds still outweigh fixed income funds, 49% to 40%, but bond and money market funds have been consistently gaining market share since 2007/08,
  • Unilever, ENI and Glaxo SmithKline entered the top 20 holdings list for SRI retail funds.