Analysis includes closed-end funds, exchange-traded funds and open-end funds, taking the oldest share
class, and excludes feeder funds, funds of funds and money market
funds.
Supplementary notes
The source adds the following information; *Other includes multi-asset, property, commodities and alternative fund types.
Citation formats
Median return of sustainable and traditional funds worldwide 2019-2024, by asset type
Sustainable funds generated lower rates of returns across the board when compared to traditional funds. When evaluating funds based on equity returns, there was a difference of *** basis points or *** percent. Fixed income and other (inclusive of multi-asset, property, commodities and alternative fund types) asset types were closer in performance, however, traditional funds pervaded generating *** percent of *** percent.
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Morgan Stanley. (March 4, 2025). Median return of sustainable funds and traditional funds worldwide from 1st half of 2019 to 2nd half of 2024, by asset type [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved August 01, 2026, from /statistics/1454508/average-net-sector-weight-of-sustainable-and-traditional-equity-funds/
Morgan Stanley. "Median return of sustainable funds and traditional funds worldwide from 1st half of 2019 to 2nd half of 2024, by asset type." Chart. March 4, 2025. ÌÇÐÄÆƽâ°æ. Accessed August 01, 2026. /statistics/1454508/average-net-sector-weight-of-sustainable-and-traditional-equity-funds/
Morgan Stanley. (2025). Median return of sustainable funds and traditional funds worldwide from 1st half of 2019 to 2nd half of 2024, by asset type. ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: August 01, 2026. /statistics/1454508/average-net-sector-weight-of-sustainable-and-traditional-equity-funds/
Morgan Stanley. "Median Return of Sustainable Funds and Traditional Funds Worldwide from 1st Half of 2019 to 2nd Half of 2024, by Asset Type." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 4 Mar 2025, /statistics/1454508/average-net-sector-weight-of-sustainable-and-traditional-equity-funds/
Morgan Stanley, Median return of sustainable funds and traditional funds worldwide from 1st half of 2019 to 2nd half of 2024, by asset type ÌÇÐÄÆƽâ°æ, /statistics/1454508/average-net-sector-weight-of-sustainable-and-traditional-equity-funds/ (last visited August 01, 2026)
Median return of sustainable funds and traditional funds worldwide from 1st half of 2019 to 2nd half of 2024, by asset type [Graph], Morgan Stanley, March 4, 2025. [Online]. Available: /statistics/1454508/average-net-sector-weight-of-sustainable-and-traditional-equity-funds/
