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Heritage Fund 2013 14 Annual Report

Heritage Fund 2013 14 Annual Report

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Published by: Edmontonsun Onlineeditor on Jun 24, 2014
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10/03/2014

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Alberta Heritage Savings Trust Fund
 ANNUAL REPORT 2013 –2014
 
iiPublished by Alberta Treasury Board and FinanceISBN 978-1-4601-1185-7 ISSN 1708-4075
 
1
Highlights
 
19%27%54%Fixed Income and MoneyMarketInflation Sensitive and Alternative InvestmentsEquities
 
02468101214161820(billions)
Market Value at Fiscal Year End Asset Mix as at March 31, 2014
16.0
%
RATE OF RETURN
$
17.5
FAIR VALUE OF NET ASSETS
billion(net of fees)
7.5
%
10 YEAR RATE OF RETURN
(net of fees)
$
1,916
INVESTMENT INCOME TRANSFERRED TO GENERAL REVENUES
million
$
193
INVESTMENT INCOME RETAINED FOR INFLATION-PROOFING
million
$
36.5
CUMULATIVE INCOME TRANSFERS SINCE INCEPTION
billion

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