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Your Portfolio Performance
In our efforts to provide you with personalized service, we are now calculating your Desjardins Funds investment rate of return for you. This information appears on your statement.
It allows you to evaluate your portfolio’s performance over a given period and compare your results with those of market indices.
We use the Modified Dietz Method to measure the return.
Approved by the Investment Funds Institute of Canada (IFIC), it has become the industry standard.
It consists in measuring the change in market value at the beginning and at the end of a specific period (week, month, quarter or other).
For more information about the method, contact the IFIC:
11 King Street West
4th Floor
Toronto, ON M5H 4C7
Telephone: 416 363-2150 or, toll free 1 866 347-1961
Fax: 416 861-9937
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