Total AVC Assets
$4.29B
7.84%
YTD return · +7.84%
Net Flows YTD
$318.4M
4.80%
vs prior year
Active Contributors
142,318
2.31%
QoQ growth
Average Balance
$30,127
Plan participation · 6.3% of payroll
Consolidated AVC Assets
12-month rolling, CAD billions
Asset Allocation
By strategy · % of AUM
- Canadian Equity22.4%
- Global Equity28.1%
- Fixed Income24.7%
- Real Estate11.3%
- Infrastructure8.2%
- Cash & Equivalents5.3%
Contributions by Age Cohort
Active contributors and avg annual AVC
Plan Health
Key indicators
- Funded Status121.4%
- AVC Participation68.2%
- Member SatisfactionA+
- Operating Cost Ratio0.18%
- Investment Cost0.31%
Fund Performance
Annualized returns, net of fees
| Fund | AUM (CAD M) | YTD | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| HOOPP Balanced | 1,842 | +7.84% | +11.42% | +8.91% | +9.32% |
| Canadian Equity Index | 612 | +9.21% | +14.08% | +10.12% | +11.04% |
| Global Equity | 821 | +8.42% | +13.21% | +9.74% | +10.41% |
| Fixed Income Plus | 548 | +4.12% | +6.31% | +4.88% | +5.12% |
| Real Asset Strategy | 304 | +6.92% | +9.18% | +7.62% | +8.04% |
| Money Market | 161 | +2.81% | +3.92% | +2.74% | +2.21% |