Investments

Financial markets generated positive returns during the fiscal year, with global stock markets up approximately 30 percent, contributing to double-digit returns for both Rotary International and The Rotary Foundation. RI investments returned $21.7 million, thereby more than recovering cumulative investment losses of $16.9 million from 2008 and 2009. The Foundation’s investment return of $112.5 million helped further recoup cumulative losses from 2008 and 2009.

The recovery of investment losses by fund is charted here, showing the 30 June 2011 values of $1 invested in 1996 in each of Rotary’s funds.