Annual performance in comparison: ESG funds hold their own – but with skid marks

According to the latest analysis, investment funds and ETFs with a sustainable orientation that are authorised for distribution in Switzerland have survived the 2022 stock market year relatively unscathed. The gap between non-ESG and ESG investments has been primarily sector-driven over the past 12 months. However, performance divergences of ESG funds within asset classes are similarly large as for non-ESG investments.

About the author

Martin Raab is a long-time investment professional, book author, and member of the Board of Directors of Global Green Xchange. He manages the ESG Ratings & ESG Data division. As one of the authors of the newsletter "Green Money" and of ESG Insights, he regularly analyzes and reports on various topics related to sustainability and capital markets.