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%.
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