Pension Plan

The Dalhousie Pension Trust Fund (PTF) and the Dalhousie Retirees’ Trust Fund (RTF) are two funds that hold the assets to fund the current and future obligations of the Dalhousie University Staff Pension Plan (the “Plan”). The investment strategies and structures for each Fund are managed to provide appropriate alignment with their respective obligations.

PTF asset mix as of June 30, 2019

PTFGraph

RTF asset mix as of June 30, 2019

RTFGraph

Pension Trust Fund Annualized Returns (net) as at June 30,2019

  1Yr 2yr 3yr 4yr 5yr 10yr 15yr
Actual  6.19 7.50 8.48 7.07 7.62 9.00 6.88

Retirees' Trust Fund Annualized Returns (net) as at June 30,2019

  1Yr 2yr 3yr 4yr 5yr 10yr 15yr
Actual  5.35 6.49 7.55 6.08 6.39 8.01 6.56