European-Portfolio

MDAX
14. February 2017

European-Portfolio

European companies with an above average share of women in top-management outperformed the Stoxx Europe 600 GR benchmark by 75% during the last five years.
While between December 2011 and December 2016 the benchmark advanced by 76% - that corresponds to an annual increase in value of 11,9% - the Investing in Women Europe portfolio increased by 151%. That corresponds to an annual increase in value of 20,2%.
In 2011 only 104 companies qualified for the European Investing in Women portfolio. As of end of 2016 this number has increased to 220 of those European companies with a MarketCap above 800 Mio. €.

Additional annual return: 8,3%! ...at slightly lower volatility!

Increase in value
as of 31.12.2016
Increase
5 years
corresponds to
annually
Increase
3 years
corresponds to
annually
Increase
1 year
Stoxx Europe 600 Gross Return 76% 11,9% 21% 6,7% 2,4%
European companies with women in top-management 151% 20,2% 43% 12,8% 2,7%
Additional return 75% 8,3/% 22% 6,1/% 0,3/%