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

Responsible Funds Under Management have grown to $163.8bn as at the end of March 2024 to now account for 4.9% of the comparative market, with Inflows remaining solid and slightly up on the previous year. FUM has grown 141% over the past 5 years and is over 6 times larger than 10 years ago, while over the latest year it was up 19.0% with investment earnings fluctuating quarter-to-quarter but currently strongly positive on an annual basis.

Source: Plan For Life

Download Media Release: PFL Responsible Investments - FUM and Flows Mar-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 31 March 2024.