Rate of Return on Fund Statement

Does anyone put the annual rate of return on your fund statements?


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    SusieLotreckSusieLotreck Posts: 23 ✭✭✭
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    edited June 2023

    We do not at this time but are considering adding this detail to appear on the fund statement. Currently, we upload an Investment Update report to "Files" in the donor portal which provides the rate of returns on a quarterly basis.

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    BethNuttallBethNuttall Posts: 50 ✭✭✭
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    Yes, we do include the rate of return in the cover letter that we send with each fund report.

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    JenniferSheahanJenniferSheahan Posts: 4
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    We do not include the rate of return on our fund statements. However, we update return information on our website quarterly.

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