RI Funds Quarterly Performance Report – Q4 2019

February 7th, 2020

Data provided by Fundata shows that close to 60% of Canadian RI funds reviewed out-performed their average asset class return within the fourth quarter of 2019, while nearly two-thirds of RI funds outperformed over the one-year period ending December 31, 2019.

A majority of RI funds performed well over longer time periods, highlighting the longterm value of incorporating environmental, social and governance (ESG) factors into investment decisions. Nearly 70% of RI funds outperformed their average asset class return over three years and 73% outperformed over five years. Two-thirds of RI funds outperformed their average asset class return over the 10-year period ending December 31, 2019.

Download Q4 2019 Highlights.

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