Overall Returns

 
2007 Return

Overall Return: 5.6%

• The Caisse’s overall return is the average weighted return on the funds of all its depositors.
• Individual returns for the depositors varied from 5.1% to 6.6%, depending on their specific asset allocation.

Rank in Relation to Canada’s Large Pension Funds*: first decile

• The first decile represents the best results of a sample divided into ten equal parts, called "deciles".

* According to a study for investors performed by RBC Dexia Investor Services - pension funds of $1 billion or more

Changes in Depositors’ Net Assets

• In 2007, depositors’ net assets increased by $11.9 billion, reaching $155.4 billion. This increase is made up of the result of investment activities, accounting for $7.9 billion, and net deposits of $4.0 billion.

3-YEAR RETURN (2005-2007)

Overall Return

• Average – 3 Years: 11.5%

Rank in Relation to Canada’s Large Pension Funds*

• Average – 3 Years: first decile

* According to a study for investors performed by RBC Dexia Investor Services - pension funds of $1 billion or more

5-YEAR RETURN (2003-2007)

Overall Return

• Average – 5 Years: 12.4%

Rank in Relation to Canada’s Large Pension Funds*

• Average – 5 Years: first five deciles

* According to a study for investors performed by RBC Dexia Investor Services - pension funds of $1 billion or more