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. €.
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/% |
