The RIAA 2007 Benchmark Report
Responsible Investment vs Mainstream Managed Fund
| (%pa) |
1 yr |
3yr |
5yr |
| Australian Share Funds |
Average Responsible Investment Fund (19) |
29.10 |
26.92 |
20.40 |
Average Mainstream Fund |
27.41 |
25.56 |
18.39 |
| S&P/ASX 300 Accumulation Index |
29.21 |
26.40 |
19.32 |
| International Share Funds |
Average Responsible Investment Fund (8) |
20.17 |
19.73 |
15.76 |
Average Mainstream Fund |
10.77 |
10.99 |
6.26 |
MSCI World ex Australia Index |
7.77 |
8.93 |
4.68 |
| Balanced Growth Funds |
Average Responsible Investment Fund (7) |
18.78 |
16.61 |
12.85 |
Average Mainstream Fund |
15.76 |
15.29 |
7.34 |
Return figures are to 30 June 2007 (net of management fees).
Number of funds in each Responsible Investment category is shown in brackets
Source: Corporate Monitor based on data provided by Morningstar and Rainmaker.
Once again the annual research report into the size and growth of responsible investment heralds great news. In terms of growth, responsible investment is outstripping the mainstream by more than two to one. The performance figures are also stellar with responsible investment managed funds not only outperforming their mainstream counterparts in all three categories, but also over all three time periods.
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