februari 2017, Publicaties

The best sustainable equity funds

AF Advisors’ consultant Guido Corbeau wrote an article about the best sustainable global equity funds. Sustainable investing is currently one of the most popular investment trends.

The Dutch pension sector is a leader in adopting the responsible investment guidelines. However, sustainable investing is not yet popular among the retail investors. In 2016, 6.8% of assets of retail investors were invested in truly sustainable products.

The number of retail sustainable funds increased by more than a half in the last three years despite limited demand from the investors. A significant part of this increase can be attributed to the new sustainable index funds.

"Sustainable funds struggle to gain market share due to fee pressure."

The top position on the list of the best sustainable equity funds was taken by Delta Lloyd Equity Sustainable Global Fund which delivered a return in excess of the non-sustainable benchmark with the same level of risk. Moreover, the fund was also the least expensive option among the best funds. State Street and Vanguard took the second and third position on our Top 10 list.

Read the articles on IEXProfs here and here.

 

 

september 2020
Rendementen van individueel pensioen tijdens COVID-19
juli 2020
Impactanalyse cruciaal bij transitieproject