RI Funds – Quarterly Performance Reports

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The Responsible Investment Association performs quarterly analysis on the performance and size of Canadian RI Mutual Funds, ETFs and Retail Venture Funds and the industry continues to grow. 

2017, Q2

2017, Q2

Data provided by Fundata shows that Canadian RI mutual funds continues to outperform in key asset classes such as global equity, Canadian equity and more in Q2 2017. Below are links to a complete listing of RI funds by asset category, and a 2-page brief showing highlights from Q2. 

Click here to view the complete chart (PDF Spreadsheet)

Click here to view the highlights from Q2 2017 (PDF)

2017, Q1

2017, Q1

Data provided by Fundata shows that Canadian RI mutual funds performed strongly in Q1 2017, with RI funds in 16 of the 18 fund classes outperforming in the short, medium or long-term. Below are links to a complete listing of RI funds by asset category, and a 2-page brief showing highlights from Q1. 

Click here to view the complete chart (PDF Spreadsheet)

Click here to view the highlights from Q1 2017 (PDF)

2016, Q4

2016, Q4

Data provided by Fundata shows that Canadian RI mutual funds performed strongly in Q4 2016, with RI funds in 17 of the 18 fund classes listed outperforming in the short, medium or long-term. Below are links to a complete listing of RI funds by asset category, and a 2-page brief showing highlights from Q4. 

Click here to view the complete chart (PDF Spreadsheet)

Click here to view the highlights from Q4 2016 (PDF)

2016, Q3

2016, Q3

Data provided by Fundata shows that Canadian RI mutual funds performed strongly in Q3 2016, with outperforming RI funds in 15 of the 17 fund classes listed. Despite a fairly volatile quarter, the majority of RI funds continued to outperform their industry averages over the short, medium and long- term. Below are links to a complete listing of RI funds by asset category, and a 2-page brief showing highlights from Q3. 

Click here to view the complete chart (PDF Spreadsheet)

Click here to view the highlights from Q3 2016 (PDF)

2016, Q2

2016, Q2

Data provided by Fundata shows that Canadian RI mutual funds performed strongly in Q2 2016, with outperforming RI funds in 15
of the 17 fund classes listed. Despite a quarter impacted by the outcome of the U.K. referendum to leave the European Union, the majority of RI funds continued to outperform their industry averages over the medium and long-term. Below are links to a complete listing of RI funds by asset category, and a 2-page brief showing highlights from Q2. 

Click here to view the complete chart (PDF Spreadsheet)

Click here to view the highlights from Q2 2016 (PDF)

2016, Q1

2016, Q1

Data provided by Fundata shows that Canadian RI mutual funds performed strongly in Q1 2016, with outperforming RI funds in each of the 17 fund classes listed. Despite a volatile first quarter of 2016, RI funds continued to outperform their industry averages over the short, medium and long-term. Download the chart for a fund-by-fund list, or the highlights brief below.  

Click here to view the complete chart (PDF Spreadsheet)

Click here to view the highlights from Q1 2016 (PDF)

2015, Q4

2015, Q4

In Q4 2015, three quarters of RI funds outperformed their industry averages. Further, nearly two thirds of RI funds outperformed over the one year period. Download the chart for a fund-by-fund list, or the highlights brief below.  

Click here to view the complete chart (PDF Spreadsheet)

Click here to view the highlights from Q4 2015 (PDF)

2015, Q3

2015, Q3

In Q3 2015, RI funds outperformed the industry in the vast majority of fund classes. Download the chart for a fund-by-fund list, or the highlights brief below.  

Click here to view the complete chart (PDF Spreadsheet)

Click here to view the highlights from Q3 2015 (PDF)

2015, Q2

2015, Q2

In Q2 2015, RI funds outperformed the industry in the vast majority of fund classes. Download the chart for a fund-by-fund list, or the highlights brief below.  

Click here to view the complete chart (PDF Spreadsheet)

Click here to view the highlights from Q2 2015 (PDF)

2015, Q1

2015, Q1

Canadian RI mutual funds, ETFs and retail venture funds performed well in Q1 2015. Download the spreadsheet for a fund-by-fund list.

Click here to view the chart (PDF Spreadsheet)

2014, Q4

2014, Q4

Canadian RI mutual funds, ETFs and retail venture funds performed well in Q4 2014. The averages of RI funds in Canadian Equity Balanced, Canadian Fixed Income, Canadian Fixed Income Balanced, and Global Equity categories outperformed the industry averages. See the PDF Handout for the highlights, or download the spreadsheet for a fund-by-fund list.

Click here to view the highlights from Q4 2014 (PDF Handout)

Click here to view the complete, fund-by-fund chart for Q4 2014 (PDF Spreadsheet)

2014, Q3

2014, Q3

Canadian RI mutual funds, ETFs and retail venture funds performed well in Q3 2014. There were outperforming RI funds in fifteen out of sixteen major categories. There were some notable highlights. In Q3 2014, the averages of RI funds in Global Equity, Canadian Equity, US Equity, and Canadian Fixed Income outperformed the industry averages. See the PDF Handout for the highlights, or download the spreadsheet for a fund-by-fund list.

Click here to view the highlights from Q3 2014 (PDF Handout)

Click here to view the complete, fund-by-fund chart for Q3 2014 (PDF Spreadsheet)

2014, Q2

2014, Q2

Canadian RI funds continued to perform well in the second quarter of 2014. There were some notable highlights: the averages of RI funds in Canadian Equity and US Equity outperformed the industry averages across the board. The average of RI funds in Global Equity and Canadian Fixed Income also performed very strongly. See the graphs in the PDF Handout for a quick overview.

Click here to view the highlights from 2014, Q2 (PDF Handout)

Click here to view the complete, fund by fund chart for 2014, Q2 (PDF Spreadsheet)

2014, Q1

The first quarter of 2014 saw Canadian RI funds continuing to grow. The performance numbers and AUM for all of these funds are available on the following chart.

Click here to view the chart

2013, Q4

RI Funds Continue to Perform Strongly in Q4 2013

The Responsible Investment Association (RIA) examines the performance of responsibly-invested (RI) mutual funds quarterly. Using statistics provided by Fundata, the RIA found that Canadian RI mutual funds continued to perform strongly in Q4 2013.

Consistent with the RIA’s previous reports, there are outperforming RI funds in all classes, and the averages of RI funds often outperformed the industry averages in their class.

The RIA’s 2-page report is an excellent tool for responsible investors and advisors to educate their clients about RI funds.

Click here to read the report 

Click here to view the chart  

2013, Q3

RI Funds Perform Strongly in Q3 2013

The Responsible Investment Association (RIA) regularly examines the performance of responsibly-invested (RI) mutual funds. Using statistics provided by Fundata, the RIA found that Canadian RI mutual funds performed strongly in Q3 2013.

Consistent with the RIA’s previous reports, there are outperforming RI funds in all classes, and the averages of RI funds often outperformed the industry averages in their class.

The RIA’s 2-page report is an excellent tool for responsible investors and advisors to educate their clients about RI funds. Click here to access the report

2013, Q2

RI Funds Perform Strongly in Q2 2013

One of the continuing perceptions held by many advisors is that RI funds underperform the market. These advisors believe that, by screening out certain companies or industries, investment opportunities are reduced and therefore risk is increased. The result – lower returns than funds invested in a conventional way.

Is this a fair representation of the industry? The RIA recently did an in-depth analysis of returns for RI funds in Canada across major asset classes.

A portrait is emerging of a strongly performing industry with outperforming funds in every major fund category.

Read the RIA’s research brief Responsible Investment Funds Perform Strongly and view comparisons of average RI mutual fund performance with overall industry averages across major asset classes.



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