Investing to Ensure Retirement Security for Ontario's Teachers – Today and Tomorrow
Ontario Teachers' invests around the world, in virtually every sector of the investment universe. Wherever we invest our goal is clear: to increase the value of our assets so the plan can pay pensions and meet its long-term funding needs. To do this, we use investment strategies and our experience as responsible investors, gained in markets around the world.
We report publicly on our investment performance on an annual basis following the end of each calendar year. Our most recent annual report was for the year ended December 31, 2016.
The graphs and tables below summarize key aspects of our assets and performance.
Strong Net Asset Growth Since Inception
| 2016 | 2015 | 4-year | 5-year | 10-year | Since Inception | |
|---|---|---|---|---|---|---|
| Total Return (%) | 4.2 | 13.0 | 9.9 | 10.5 | 7.3 | 10.1 |
| Benchmark (%) | 3.5 | 10.1 | 8.2 | 8.7 | 6.3 | 7.9 |
2016 Net Investments and Rates of Return by Asset Class
As at December 31
| (Canadian $ billions) | (percent) | |||
|---|---|---|---|---|
| 1-year | ||||
| 2016 | 2015 | Actual | Benchmark | |
| Equitites | 4.8 | 4.9 | ||
| Canadian Equity | 4.3 | 3.5 | 19.1 | 16.9 |
| Non-Canadian Equity | 61.7 | 74.0 | 4.1 | 4.3 |
| Fixed Income | 0.8 | 1.0 | ||
| Bonds | 43.5 | 38.0 | (1.2) | (1.1) |
| Real-rate products | 31.7 | 31.1 | 3.3 | 3.3 |
| Natural Resources | 10.5 | 10.2 | 8.3 | 6.7 |
| Real Assets | 5.3 | 3.4 | ||
| Real Estate | 26.5 | 24.9 | 7.7 | 7.4 |
| Infrastructure | 17.8 | 15.7 | 1.4 | (2.3) |
| Absolute Return Strategies1 | 13.3 | 17.7 | ||
| Overlay2 | 0.5 | – | ||
| Money Market1 | (37.7) | (46.9) | ||
| Total Plan1 | 172.1 | 168.2 | 4.2 | 3.5 |
1Returns generated by absolute return strategies and money market are included in the total plan return and not attributed to an asset class. Net investments are defined as investments of $255.7 billion minus investment-related liabilities of $83.6 billion. See the consolidated statements of financial position (page 45 of the annual report).
Diversified Assets Reflect Our Asset Mix Strategy
Learn more about Asset Mix Strategy
Active Management Adds to the Plan's Assets
Learn more about Active Management
