The top-performing socially conscious funds

A look at the ESG funds that have performed the best as socially responsible investing has grown in popularity

Mar 6, 2016 @ 9:40 am

By Ellie Zhu

Investing in socially-friendly funds is expanding rapidly. In the United States, at least $7 trillion is invested in strategies focused on environmental, social and corporate governance causes, so-called ESG strategies, an 89% increase since 2012, according to The Forum for Sustainable and Responsible Investment.

This interactive graphic shows the top socially conscious funds across four categories.

Please click on the buttons and hover over the graphic to see the details of each category. Also, be sure to read InvestmentNews' feature on ESG investing's coming of age.

Note: Returns as of Feb. 17; assets as of Jan. 31. Distinct share classes only. Three-year and five-year returns annualized. N/A=not available (fund has been in operation for less than the period indicated. *Net prospectus.
Source: Lipper, a Thomson Reuters Company

0
Comments

What do you think?

View comments

Recommended for you

Featured video

Events

Big trends in RIA acquisition

Consolidation is continuing. Acquisitions and mergers are on the rise. Is there an AUM threshold that advisers need to reach for a practice to be viable? Captrust's Rush Benton offers some perspective.

Latest news & opinion

Nontraded BDC sales in worst year since 2010

The illiquid product's three-year decline is partially due to new regulations and poor performance.

Tax reform debate sparks fresh interest in donor-advised funds

Schwab reports new accounts up 50% from last year, assets up 33%.

Nontraded REITs to post worst sales since 2002

The industry is on track to raise just $4.4 billion, well off the $19.6 billion it raised just four years ago, as new regulations hinder sales.

Broker protocol for recruiting a boon for clients

New research finds advisers whose firms have joined the agreement take better care of customers.

Meet our 2017 Women to Watch

Introducing 20 female financial advisers and industry executives who are distinguished leaders, advancing the business of providing advice through their creativity and hard work.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print