Investments

With net assets of over $25 billion, OPTrust invests and manages one of Canada’s largest pension funds. OPTrust is a global investor with a team of experienced investment professionals located in Toronto, London and Sydney.

OPTrust’s investment mandate focuses on achieving the organization’s mission to pay pensions today and preserve pensions for tomorrow. We are a pension management organization. Our members depend on us to provide secure, predictable income in retirement. Our investment strategy is aligned with our members’ interests and seeks to deliver the returns we need to keep the Plan fully funded at the lowest level of risk.

Despite higher than normal growth, interest rate and inflation risks, 2021 proved generally favourable for investment risk taking. Equities in developed markets did exceptionally well, while emerging markets were flat. Bond values declined drastically as yields increased. This again highlighted the benefit of a diversified portfolio, through which we actively participated in the growth recovery while managing downside risk.

 

Performance

In 2021, OPTrust achieved a net investment return of 15.3% and the Plan retained its fully funded status despite a decline in the nominal discount rate from 5.0% in 2020 to 4.85% in 2021.

Total Fund Investment Performance graph

 

 

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