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Home / News / INREV News / German Publikumsfonds outperformed Spezialfonds for the first time in over ten years

German Publikumsfonds outperformed Spezialfonds for the first time in over ten years

German Annual Index
German Vehicles Index
Indices
Research

German Publikumsfonds outperformed Spezialfonds for the first time since 2011. At 0.17%, Spezialfonds recorded the lowest performance since the Index’s inception in 2001. The performance of Publikumsfonds decreased by 72 bps to 2.21%, from 2.93% a year earlier.

Key highlights of the INREV Annual German Vehicles Index include:

  • The index posted a total return of 1.35% in 2023, down from 4.55% in 2022.
  • German vehicles focused on the domestic market have outperformed those focused on the rest of Europe in every year since 2007.
  • At 2.45%, office specialists reported the strongest performance amongst the sector specialists. This is in sharp contrast with the wider INREV Annual Fund Index, where offices displayed a -5.17% total return.

View a detailed analysis via the German Vehicles Index Analysis Tool or download the report, Excel and snapshot below.