Latest Posts

Use this resource to review your fund’s investment performance – Money-weighted return

Definitions that may be helpful for this post Money-weighted return – This is a measure of performance in an investment which takes into account any further investment or withdrawals that were made during a period of time. Annual review – This is a regular review of your finances which typically should be conducted at least … Continue reading “Use this resource to review your fund’s investment performance – Money-weighted return”

Keep up to date with my latest posts by subscribing to the mailer.