Investment performance

The ultimate objective of the investment strategy is to deliver a rate of return that will fund current and future pension benefits while keeping contribution rates affordable for our members.


2017 Highlights

15.8 % net investment returns

 

April 2018: The CAAT Pension Plan’s assets reached $10.8 billion at December 31, 2017, compared with $9.4 billion at the end of 2016.

The Fund returned 15.8% net of investment management fees in 2017, outperforming its
policy benchmark by 3.5%.


 

Net return vs policy benchmark

 

 

 

 

 

 

Over the past five years, the Plan has delivered an annualized rate of return of 11.4%, net of investment management fees, outperforming its policy benchmark by 2.3% per annum. This five-year performance has added $1.1 billion in value to the Plan’s assets above the policy benchmark returns.

 

 

 

 

 

 

 


 

Growth in assets

 

 

 

 

The Plan has experienced steady growth in assets over a 10-year period.

 

 

 

 

 

 

 

 

More details can be found in the most recent Annual Report.