Responsible Investment (RIAA Certified) - FUM, Flows and Performance - Sep-2023

Responsible Funds Under Management have grown to $138.5bn as at the end of September 2023 to now account for 4.6% of the comparative market , with Inflows remaining solid despite falling from the previous year. FUM has grown 109% over the past 5 years and is almost 6 times larger than 10 years ago, while over the latest year it was up 10.3% with investment earnings fluctuating quarter-to-quarter but returning to positive territory overall.

Source: Plan For Life

Download Media Release: PFL Responsible Investments - FUM and Flows Sep-23

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 September 2023.