Plan returns

In 2018, the Plan recorded a return of 1.3%, with 1.5% added value. Thus, the Plan’s assets are now nearing $13B.

The positive performance of the illiquid asset classes like real estate and infrastructure offset losses in liquid assets like stocks and bonds. However, long-term performance remained strong across all asset classes, a testament to the excellent asset allocation strategy and rigorous risk management. Because the Plan is a long-term investor, it should not get caught up in short-term fluctuations. 

Over the past five years, the Plan has recorded an average return of 9.0%. Over the past ten years, the Plan has had an average annual return of 9.3%. 

The long-term investment objective needed to meet all Plan member obligations was 6.1% as at December 31, 2018.

Plan's historical returns

Asset allocation and returns by class