Responsible Investment vs Mainstream Managed Funds
"The average responsible investment fund delivered higher returns than the average mainstream fund in every one of the twelve categories covered in this report (across one, three, five and seven years, and for Australian, overseas and balanced funds)."
Source: Responsible Investment 2011
-A Benchmark Report on Responsible Investment in Australia and New Zealand by the Responsible Investment Association Australasia
| (%pa) |
1 yr |
3yr |
5yr |
7yr |
| Australian Share Funds |
Average Responsible Investment Fund (30) |
10.81 |
0.98 |
2.38 |
8.38 |
Average Mainstream Fund |
10.09 |
0.17 |
1.65 |
7.63 |
| S&P/ASX 300 Accumulation Index |
11.90 |
0.26 |
2.37 |
8.38 |
| Overseas Funds |
Average Responsible Investment Fund (16) |
4.66 |
-2.15 |
-0.29 |
5.21 |
Average Mainstream Fund |
4.24 |
-3.79 |
-4.99 |
-0.89 |
MSCI World ex Australia Index |
2.66 |
-3.28 |
-5.15 |
-1.17 |
| Balanced Growth Funds |
Average Responsible Investment Fund (8) |
9.80 |
2.19 |
2.81 |
7.00 |
Average Mainstream Fund |
7.65 |
1.97 |
1.80 |
4.58 |
Returns to June 2011 (net of management fees) %pa
Number of funds in each Responsible Investment category is shown in brackets
Research conducted by CAER
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