Investment Results

The investment returns posted here have been calculated and provided by Mercer.

The returns reflect the investment results before netting against management, custodial and administrative fees.

Current Year Returns Jan to Mar 2017

 

ELCIC Pension Plan

2017 Q1
ELCIC Pension Plan Return
Median Balanced Pooled Fund
Excess Return
All Funds Combined
3.0%
3.0%
0.0%

Fixed Income Fund

2017 Q1
ELCIC Portfolio Return
Index Benchmark Return
Fund Objective
CPI + 1%
Excess Return
Bond Fund
1.3%
1.2%
0.1%
Mortgage Fund
1.1%
0.7%
0.4%
Total Fixed Income Fund
1.2%
1.4%
-0.2%

Growth Fund

2017 Q1
ELCIC Portfolio Return
Index Benchmark Return
Fund Objective
CPI + 5%
Excess Return
Canadian Equity Value
2.0%
2.4%
-0.4%
Canadian Equity Growth
0.9%
2.4%
-1.5%
Global Equity Sustainability Fund
7.5%
5.9%
1.6%
Total Growth Fund
4.4%
2.4%
2.0%

Four-Year Returns

Fixed Income Fund

Fixed Income Fund Investments
Four Year Rolling ELCIC Portfolio Return
Four Year Rolling Index Returns
Four Year Fund Objective
CPI + 1%
Excess Return
Bond Fund
1.9%
1.5%
0.4%
Mortgage Fund
2.6%
0.7%
1.9%
Total Fixed Income Fund
2.0%
2.6%
0.6%

Growth Fund

Growth Fund Investments
Four Year Rolling ELCIC Potfolio Return
Four Year Rolling Index Return
Four Year Fund Objective
CPI + 5%
Excess Return
Canadian Equity Value
15.2%
18.6%
-3.4%
Canadian Equity Growth
14.6%
18.6%
-4.0%
Global Equity Sustainability Fund
17.8%
19.0%
-1.2%
Total Growth Fund
16.6%
6.6%
10.0%

Notes

Benchmark

The benchmark is based on a model portfolio intended to achieve the investment objective with the appropriate risk and is used to measure the performance of the investment managaers.

Pooled Survey Median

This survey tabulates the results of all eligible investment managers.

ELCIC Pension Plan

Plan Investment Returns (before netting for expenses)