RI Funds Quarterly Performance Report – Q4 2018

January 29th, 2019

Data provided by Fundata shows that Canadian RI mutual funds performed well in Q4 2018. Despite significant market volatility at the end of the three-month period ending December 31, 2018, a majority of RI funds across 19 asset classes outperformed their average asset class return over the short, medium and long-term.

Two-thirds of RI funds outperformed their average asset class return in the fourth quarter of 2018, and more than 70% of funds outperformed over the past 12 months. RI funds with longer track records performed well, highlighting the long-term value of incorporating environmental, social and governance factors into investment decisions. More than half of RI funds with a three-year and 10-year track record outperformed their average asset class return, while 70% of funds with a five-year track record outperformed.

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