RI Funds Quarterly Performance Report – Q2 2019

August 20th, 2019

Data provided by Fundata shows that 75% of Canadian RI funds outperformed their average asset class return within the second quarter of 2019, and nearly three-quarters of RI funds outperformed over the one-year period ending June 30, 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. Nearly two-thirds of RI funds outperformed their average asset class return over three and five years, while 58% of RI funds outperformed over the 10-year period.

Download Q2 2019 Highlights.

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