Wespath offers an ideal balance of investment expertise, a proven record of competitive returns, and an investment program recognized for its leadership in responsible investing. Our range of high-quality, well-managed funds ensures that client institutions are able to choose from broadly diversified portfolios across asset classes, styles and strategies. Our demonstrated expertise helps fiduciaries of non-profit organizations meet their investment objectives.
Wespath offers investors quick and easy access to investment performance.
Historical Funds Performance
Historical funds performance
including prior month, quarter, one year, two years and performance since inception for Wespath's investment funds.
Monthly Investment Performance
The monthly Investment Report
examines recent events that impacted the financial markets and provides a snapshot of the funds’ monthly investment performance including performance attribution.
Quarterly Investment Performance
Quarterly investment performance information is now available on individual fund pages.