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