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-standing investment professional, author and member of the Board of Directors of Global Green Xchange. He manages the ESG Ratings & ESG Data division. As Co-CEO of a family office, he regularly analyzes and publishes about various topics relating to investments, market strategy and sustainability.