This week we are proud to publish our 2021 annual “Highlights for Members” report. The report includes an overview of WISE Trust’s yearly performance for current, retired and deferred members.
As of December 31, 2021, the plan was 100% funded with $4.2 billion in net assets. In 2021, we also selected a new Strategic Asset Allocation for implementation starting in 2022 to support our investment objectives in the coming years.
Key Highlights from 2021
Data as of December 31, 2021
$4.2B net assets
100% funded ratio
$88M employer contributions
$30M member contributions
6 participating employers
2021 investment performance (gross of investment costs)
11.8% 1-year return (11.2% net return)
9.7% 3-year return
7.7% 5-year return
5,053 active members
4,259 retirees and beneficiaries
765 deferred members
10,077 total members
“We spent a good part of 2021 reviewing our investments and potential funding outcomes. This has been particularly important as the global economy continues to be impacted by the ongoing COVID-19 pandemic, resulting in unpredictable market behaviour and uncertain returns on investments. Despite these challenges, we are pleased with the Plan’s strong performance in 2021”.
– Wayne Gladstone and Harry Goslin (Co-Chairs of the WISE Trust Board of Trustees)
– Susan Kay-Dunn (Chief Pension Officer and Plan Manager)