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, 2017.

The graphs and tables below summarize key aspects of our assets and performance.

Strong Net Asset Growth Since Inception

As at December 31

 

  2017 2016 4-year 5-year 10-year Since
Inception
Total-fund net return 9.7 4.0 9.4 9.6 7.6 9.9
Benchmark return 8.2 3.5 7.9 8.2 6.9 8.0
Return above benchmark 1.5 0.5 1.5 1.4 0.7 1.9

Net Investments and Rates of Return by Asset Class

As at December 31

  Net Investments
(Canadian
$ billions)
Rates of Return
(percent)
    1-year 4-year 5-year
  2017 Actual BM* Actual BM* Actual BM*
Equity   17.6 15.4 13.3 12.0 16.0 14.8
Publicly traded 35.2 15.9 15.9 10.3 11.4 13.5 13.9
Non-publicly traded 31.9 18.8 14.6 19.1 13.6 20.6 17.4
Fixed Income   2.6 2.6 5.2 5.3 2.5 2.5
Bonds 41.4 3.6 3.6 4.0 4.1 2.6 2.6
Real-rate products 20.0 0.6 0.6 6.5 6.5 2.3 2.3
Inflation sensitive   (3.2) (4.0) (4.4) (6.3) (2.8) (4.3)
Commodities 11.1 (4.3) (4.3) (11.6) (11.7) (9.3) (9.3)
Natural resources 6.6 1.3 (1.4) 11.0 7.2 12.0 8.8
Inflation hedge 8.9 (6.7) (6.7)
Real Assets   10.9 7.1 10.7 6.8 11.5 7.6
Real Estate 25.5 6.9 7.3 9.6 7.5 10.3 8.4
Infrastructure 18.7 18.2 8.0 12.5 6.3 13.3 7.2
Real -rate products 1.5
Credit 13.6 1.7 1.1
Absolute Return
Strategies
10.7            
Overlay (0.3)            
Money Market (39.4)            
Total-fund
net return
185.4 9.7 8.2 9.4 7.9 9.6 8.2

*Benchmark

Diversified Assets Reflect Our Asset Mix Strategy

As at December 31 2017

 

*Money market provides funding for investments in other asset classes, including the Liability Driven Investment program.

Learn more about Asset Mix Strategy

Active Management Adds to the Plan's Assets

As at December 31

 

 

Additional 1% above the 10% member contributions is related to funding of the original plan deficit

Learn more about Active Management