Total returns climb to a 21-year record high in Q4 2021

The Q4 2021 INREV German Vehicles Quarterly Index reported a total return of 1.56%, its strongest performance since Q3 2000.

This release includes 197 funds with a combined GAV of €146.2 billion as of the end of Q4 2021.

Key highlights:

• The strong performance of the Index was driven by a 76 bps increase in distributed income return, offset by a moderation in capital growth
• Spezialfonds posted a total return of 2.48%, their strongest result to date, while Publikumsfonds recorded a total return of 0.60%, in line with their five year average
• Residential focused vehicles reported a 105 bps improvement in capital growth this quarter, placing the strategy firmly in the lead of the single sector strategies in Q4 2021

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

If you are interested in hearing more about the performance of the indices in Q4 join us on Thursday 3 March for the Q4 index briefing.  

Enhanced and enriched analysis tool
 
Don’t forget the index analysis tool has been improved and enriched allowing members to more seamlessly slice and dice the data and compare indices and tailored data subsets. The interactive and dynamic design makes it much easier to visualise data and find what you’re looking for. 

An enhanced comparison mode is now available so that users that provide their vehicle data can create and compare the performance of their customised index against any market index. You can now slice and dice the performance and sector and country allocation information for the indices with an array of filters to dissect the data by key fund characteristics. 

This can be done at either the INREV German Vehicles Index level or the INREV Fund Level Index level or the ANREV Fund Index level. These improvements are part of the ‘IT Roadmap’ a major programme in partnership with ANREV to improve our offering to members by creating a fully integrated data platform with an underlying data warehouse.

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