OTPP - 2007 AR - Investment Performance


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	Introduction
	Performance Highlights
	Report from the Chair
	Report from the CEO
	MD&A
	State of the Plan
	Investments
	Goals
	Managing for Value
>	Investment Performance
	Member Services
	Governance
	Financial Statements (230KB PDF)
	Investments over $100 Million
	Eleven-year Review



	Printable Annual Report
	Commentary (1.08MB PDF)
	Financial Statements (235KB PDF)

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Produce value-added returns above the policy asset-mix benchmark within our total fund risk limits		Define asset-mix policy and investment plan for 2007		Achieved returns of 4.5%, compared to a 2.3% benchmark

The fund overcame multiple market challenges to post a 4.5% return for 2007, beating its composite benchmark for the eighth consecutive year. This outperformance is largely attributable to the real estate, private equity and infrastructure assets we acquired in recent years to diversify the total portfolio. This diversification allowed the plan to reduce its exposure to the volatility of public equity and fixed income markets.

(%)	2007	2006	4-year	10-year	Since 1990
Rate of return	4.5	13.2	12.3	9.7	11.4
Benchmark	2.3	9.4	8.7	7.1	8.5
Value added above benchmark ($ billions)	$2.3	$3.4	$12.3	$20.5	$25.0

Image: Robert Bertram - Executive Vice-President, Investments and Neil Petroff - Group Senior Vice-President, Investments


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