Rate of Return on Fund Statement
amyrector
Posts: 1 ✭
Does anyone put the annual rate of return on your fund statements?
3
Answers
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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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Yes, we do include the rate of return in the cover letter that we send with each fund report.
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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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