cover image: Quarterly Responsible Investment Funds Report - Highlights from Q1 2022 RI Fund Performance

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Quarterly Responsible Investment Funds Report - Highlights from Q1 2022 RI Fund Performance

31 May 2022

RI Funds report_Q1 2022 Quarterly Responsible Investment Funds Report Highlights from Q1 2022 • It was a challenging start to the year for the universe of responsible investment (RI) funds in Canada, as just one-quarter outperformed the average return in their respective asset class category in the first quarter of 2022. [...] Canadian Equity In the Canadian Equity fund class, the 20 average RI fund return lagged the average 16 return for the category in the first quarter of 12 2022 and over the 12-month period ending March 31, 2022. [...] Quarter 1 year 3 year 5 year Average RI Canadian Equity Average Canadian Equity % Return QUARTERLY RESPONSIBLE INVESTMENT FUNDS REPORT Q1 2022 Global Equity 12 In the Global Equity fund class, one-quarter 8 (26%) of the RI funds outperformed the average asset class return in the 12 months ending 4 March 31, 2022. [...] -12 Quarter 1 year 3 year 5 year Average RI Global Equity Average Global Equity Global Fixed Income 2 In the Global Fixed Income fund class, the majority of the RI funds outperformed the 0 category’s average return in the first quarter of 2022 and for the 12 months ending March 31, -2 2022. [...] The majority (54%) of the RI -8 funds outperformed the average asset class Quarter 1 year 3 year 5 year return over the 5-year period ending March 31, Average RI Global FI Balanced 2022.
Pages
4
Published in
Canada