| |
Current Year Investment Results
Balanced Fund
|
ELCIC
Pension Plan |
Benchmark |
Mercer Pooled
Survey Median |
|
ELCIC
Pension Plan |
Benchmark |
Mercer Pooled
Survey Median |
3 months |
3 months |
3 months |
YTD |
YTD |
YTD |
2012 Q4 |
|
|
|
|
|
|
2012 Q3 |
|
|
|
|
|
|
2012 Q2 |
|
|
|
|
|
|
2012 Q1 |
3.6% |
4.6% |
4.8% |
3.8% |
4.6% |
4.8% |
Note: The returns posted above are gross returns which have not been netted against management, custodial and administrative expenses.
|
Benchmark Portfolio for the Members' Accumulation Account
Effective December 15, 2006 |
|
Asset Class |
Percent of Mix |
Proxy |
| Cash and Short Term |
2% |
DEX 91 day T-Bill Index |
| Bonds |
33% |
DEX Universe Bond Index |
| Canadian Equities |
30% |
S&P/TSX Composite Capped Index |
| Global Equities |
35% |
MSCI World Index in $CDN |
The benchmark portfolio is a model portfolio intended to achieve our objective with the appropriate risk and is used to measure the performance of the investment managers.
Mercer Pooled Survey Median
The results of the survey of all eligible investment managers are provided to GSI by Mercer Investment Consulting.
|
|
