Ongoing Communication to CAP Members

Guideline - Performance reports for investment funds

At least annually, the CAP plan sponsor should provide performance reports for each investment available to plan members.

How are fund performance reports provided to plan members ? (Check all that apply)

How does Manulife help you meet this guideline?
Manulife makes fund performance reports (or fund pages) available to plan members on the secure member website. These fund pages are updated monthly and include the: - name of the investment fund for which performance is being reported, - name and description of the benchmark for the investment fund, - corresponding returns for the benchmarks, and - performance of the fund, including historical performance.

TIP - Plan members should review their investments at least annually. These fund performance reports are an excellent tool members can use to evaluate their investments.