Investment Performance

As an investor, you want to know that your investments are working hard for you. Investment performance is the return on an investment portfolio which may contain a single asset or multiple assets. The investment performance is measured over a specific period of time and in a specific currency.

The UPAL Pooled Fund Audit Report is available upon request.  Call UPAL at 918-747-5585 to request a copy.

 

Notice and Clarification of Investment Risks