9.5% Annual Growth in Responsible Investment Funds Outperforming the Wider Market

The Responsible Investment Managed Funds market, as captured by Plan For Life across Australia and New Zealand, accounted for $200.3bn of Funds Under Management at the end of September 2023, up a robust 9.5% over the past year despite investment markets returning to negative territory over the past 3 months after three consecutive quarters of positive returns, while annual Inflows were also noticeably down on the previous year’s peak, down 14.0% to $38.3bn.

Source: Plan For Life

Download Media Release: PFL Market Overview - Responsible Investments Sep23