Check my portfolio's performance

Portfolio Performance

1. Log in to the Investor Portal.

2. Click on "Portfolio" in the top navigation banner.

3. View a graph of your current portfolio value, a list of your current holdings and your recent orders. 

Fund Performance

1. To view a particular fund's performance, click on the "Portfolio" tab.

2. Locate the "Holdings" section.

3. Identify and click on the fund you want to explore further.

4. After selecting the fund, you will be directed to the performance page for that fund.

On the fund's performance page, you will find a wealth of information including:

• Performance graph: a visual representation of the fund's performance over time.
• Summary of holdings: details about the current holdings within the fund.
• Fund metrics: key performance metrics and statistics.
• Asset breakdown: a breakdown of the fund's assets.
• Recent documents: access the most recent documents related to the fund in the Documents tab in the top navigation bar. View the guide on how to access your documents here.
• Recent transactions: information about the fund's recent transactions can be found in the Transactions tab in the top navigation bar. View the guide on how to view your transaction history here.

Download the help guide here.