Investment Performance

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 including: prior quarter, one year, two years and performance since inception for Wespath's investment funds.

 

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 information is now available on individual fund pages.

 

• Fixed Income Fund (FIF)
• Inflation Protection Fund (IPF)
• International Equity Fund (IEF)
• Multiple Asset Fund (MAF)
• Short Term Investment Fund (STIF)
• U.S. Equity Fund (USEF)