Data provided by Fundata shows that a majority of Canadian RI funds outperformed their average asset class return within the third quarter of 2019, and more than three-quarters of RI funds outperformed over the one-year period ending September 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 60% of RI funds outperformed their average asset class return over three years and 70% outperformed over five years.
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.
