RI Funds Quarterly Performance Report – Q1 2020

April 17th, 2020

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.

Download Q1 2020 Highlights.

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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