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.
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