Investing for long-term success
Our strategic ambition is to be a leading global investor, working together and focusing on a total fund investment approach that optimizes our ability to identify opportunities, deploy capital and capture value.
“We consistently meet or exceed our objectives, thanks to our ability to spot unique opportunities.”
FY26 Financial highlights
[In C$ as at March 31, 2026]
Total fund 1-year net portfolio return
5-year net annualized return
10-year net annualized return
| Asset class | Five-year rate of return |
|---|---|
| Private Equity | 12.7% |
| Infrastructure | 15.0% |
| Credit Investments | 10.5% |
| Capital Markets (excluding Cash and Cash Equivalents) | 7.6% |
| Natural Resources | 8.3% |
| Real Estate | -0.5% |
Detailed reports of our achievements & performance
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Spotting opportunities for success across asset classes
We go beyond traditional investing by collaborating across asset classes to develop innovative solutions. Our ability to think outside of the box enables us to seize unique opportunities to generate high returns.
*Figures do not add up due to rounding
Breakdown of net assets per asset class*
-
51.3%Capital Markets
-
12.2%Private Equity
-
10.9%Credit Investments
-
10.0%Infrastructure
-
8.7%Real Estate
-
6.1%Natural Resources
-
0.8%Cash and cash equivalents
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