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).
Best performing ESG funds of 2019 by CAGR
| Rank | Company | Fund Name | CAGR | YTD | 3 Years | Last Month | AUM ($) |
|---|
(Criteria used: AUM > $100M, Track Record > 1 Year, up to Feb 2020)
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Disclaimer
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.