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.


2016 Highlights

 

May 2017: The CAAT Pension Plan’s assets reached $9.4 billion at December 31, 2016, compared with $8.6 billion at the end of 2015.

The Fund returned 8.0% net of investment management fees in 2016, outperforming its
policy benchmark by 1.2%.

 

 

 

 

 

 

 

 

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Over the past five years, the Plan has delivered an annualized net rate of return of 10.5%, adding $710 million
of additional value above the policy benchmark returns.

 

 

 

 

 

 

 

 

 

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