Data provided by Fundata shows that despite history-making market volatility in the first quarter of 2020, 83% of Canadian RI funds outperformed their average asset class return in the three-month period, and a significant majority (80%) outperformed over the one-year period ending March 31, 2020.
RI funds also performed well over longer- term periods relative to their average asset class return, highlighting the long-term value of incorporating environmental, social and governance (ESG) factors into investment decisions. More than seven-in-ten RI funds outperformed their average asset class return over the three-year, five-year and ten- year periods ending March 31, 2020.
RIA Members can download the full report by logging in to their account and accessing Member Resources.
Data provided by Fundata.
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The information contained in this report is for educational and general information purposes only. The information contained herein does not constitute advice nor does it constitute an offering of securities or any advertisement for the offering of securities. You should not act or rely on the information without seeking professional advice. While we believe the information to be reliable [and endeavour to keep the information up to date and correct], we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, timeliness, suitability or availability with respect to the report or the information, products, services or related graphics contained in the report for any purpose. The RIA does not endorse, recommend or guarantee any investment products listed in the report.
