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.
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.
The following tables show investment results from January 1 to December 31, 2018
All Funds Combined |
CPI + 1% | ||||
---|---|---|---|---|
PH&N Core Plus Bond Fund | ||||
Mortgage Pension Trust Fund | ||||
High Yield Mortgage | ||||
Total Fixed Income Fund |
CPI + 5% | ||||
---|---|---|---|---|
PH&N Canadian Equity Value | ||||
RBC Global Equity Focus | ||||
Allianz Global Equity Sustainability | ||||
Total Growth Fund |
The following tables show the rolling four-year results ending December 31, 2018
CPI + 1% | ||||
---|---|---|---|---|
PH&N Core Plus Bonds | ||||
Mortgage Pension Trust | ||||
High Yield Mortgage Fund | ||||
Total Fixed Income Fund |
CPI + 5% | ||||
---|---|---|---|---|
PH&N Canadian Equity Value | ||||
RBC Global Focus | ||||
Allianz Global Equity Sustainability | ||||
Total Growth Fund |
Note that the P&HN Canadian Equity Value and the RBC Global Focus hold ELCIC Pension Plan assets as of December 1, 2018. The results shown are the historical results for those funds, but not the ELCIC Pension Plan. The total Growth Fund result indicates the actual results for the ELCIC Pension Plan.
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.
This survey tabulates the results of all eligible investment managers.