Responsible Investment (RIAA Certified) - FUM, Flows and Performance June 2024

Responsible Funds Under Management have grown to $162.8bn as at the end of June 2024 to now account for 4.9% of the comparative market, with Inflows remaining solid and up almost 5% on the previous year. FUM has grown 118% over the past 5 years and is almost 6 times larger than 10 years ago, while over the latest year it was up 13.8% with investment earnings remaining strongly positive on an annual basis.

Source: Plan For Life

Download Media Release: PFL Responsible Investments - FUM and Flows Jun-24

Note: The Responsible Investment Funds in Australia & Aotearoa New Zealand quarterly report outlines industry data on market size (FUM), flows and performance of responsible, ethical and impact investment products that have been certified by the Responsible Investment Association Australasia (RIAA) and compares these results with the broader Australian & Aotearoa New Zealand managed funds markets over the 10 years to 30 June 2024.