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Foundation
Development Fund
UMDF Participation Rate
Through 1st Q 2021
2.0
%
Loan rate
3.5
%
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Performance Summaries
Performance Summaries
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2020-12-03T17:37:42+00:00
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Order of St. Andrew
Nomination Form
Past Recipients
Performance Summaries
Third Quarter, 2020
4.6%
Year to Date
1.7%
Past Year
6.6%
Last 3 Years
5.5%
Last 5 Years
7.0%
Since Inception (Q4 2002)
7.8%
Quarterly Performance Summary Reports
Click the links below to view in pdf format.
3rd Quarter, 2020
2nd Quarter, 2020
1st Quarter, 2020
4th Quarter, 2019
3rd Quarter, 2019
2nd Quarter, 2019
1st Quarter, 2019
4th Quarter, 2018
3rd Quarter, 2018
2nd Quarter, 2018
1st Quarter, 2018
4th Quarter, 2017
3rd Quarter, 2017
2nd Quarter, 2017
1st Quarter, 2017
4th Quarter, 2016
3rd Quarter, 2016
2nd Quarter, 2016
1st Quarter, 2016
4th Quarter, 2015
3rd Quarter, 2015
2nd Quarter, 2015
1st Quarter, 2015
Please click here to download a copy of our Investment Policy Statement (IPS)
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