Demand for environmental, social and governance (ESG) funds increased substantially throughout 2019, as media headlines were dominated by stories of activism and commitments from companies to achieve carbon-neutral or negative status.
This trend is set to continue in 2020, as sustainability concerns and the impact of investment choices gathers greater attention. As a result, more funds are adopting ESG criteria, but which funds are the ones worth backing, and which have been lagging?
With that in mind, here are the best performing ESG funds throughout in 2019 – on a compound annual growth basis (CAGR).
|Rank||Company||Fund Name||CAGR||YTD||3 Years||Last Month||AUM ($)|
(Criteria used: AUM > $100M, Track Record > 1 Year, up to Feb 2020)
Access the in-depth analysis to view additional measures for this fund group, including relative measures, historical absolute returns, risk and reward analysis and more. You can analyse each of the funds in this group and customise your own fund comparisons on Edgefolio.com. To find out more, contact us for a demo. Sign up to our newsletter for further updates like this from our blog.
Data provided by Morningstar. Care has been taken to ensure that the information is correct, but Edgefolio neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.