2025年下半年可持续基金报告【英文】-.docxVIP

SustainableReality

Positivereturnsoffsetoutflowsduring2H2025

AUM

FLOWS

PERFORMANCE

RESTRICTIONSCREENING

TRENDSINPRIVATEMARKETS

METHODOLOGYANDDISCLOSURES

KeytakeawaysforFY2025

AUMinSustainablefundsroseto$4.13trillion

Sustainablefunds’assetsundermanagement(AUM)reachedanewglobalhighof$4.13

trillionattheendofDecember2025,+4.0%fromJune2025,accordingtoMorningstardata.However,Sustainablefundsnow

onlyrepresent6.5%oftotalAUM,downfrom6.8%inJune2025andbelowthepeakof

7.2%inJune2023.

OutflowsfromSustainablefunds,Tradi