Data provided by Fundata shows that nearly half of Canadian RI funds outperformed their average asset class return within the first quarter of 2019, and nearly three-quarters of RI funds outperformed over the one-year period ending March 31, 2019.
A majority of RI funds performed well over longer time periods, highlighting the long-term value of incorporating environmental, social and governance (ESG) factors into investment decisions. Two-thirds of RI funds outperformed their average asset class return over five years, while more than half of RI funds outperformed over the three-year and 10-year periods.
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