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.

RIA Members can download the full report by logging in to their account.



DISCLAIMER
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.