Global assets invested in equity funds amounted to approximately €28 trillion in the third quarter of 2021, compared to around €21.3 trillion in the same quarter of the previous year, representing an increase of 31.4%. Equity funds are enjoying sustained popularity, although the best-performing fund can hardly be described as sustainable in an ecological sense.
This investment trend is also reflected in the sheer number of equity funds in existence. Last year, there were 46,892 of them, compared to 43,258 two years earlier. Over the same period, total assets invested in equity funds worldwide climbed by 32.7%, while net financial assets increased by just 11%. Besides securities, net financial assets also include cash and bank deposits.
Equity funds are growing in popularity, both globally and in Germany: the total amount invested in the Federal Republic of Germany rose by almost 65% between 2014 and 2020.
There has been much talk about sustainable or green investment in recent months and years. Indeed, a change is taking place here; more and more large investors and private investors alike believe that ecological factors should play a role in investments. Nevertheless, Fundresearch found that the top performer in terms of returns in 2021 was the iShares Oil & Gas Exploration & Production ETF, investors in which were able to enjoy an increase of 78%.