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.
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%.
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.
The Plan has experienced steady growth in assets over a 10-year period.
More details can be found in the most recent Annual Report.