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.
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Data provided by Fundata.
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