Pension Fund Survey PDF

Beginning in the late 1960s B. J. Vincent Company Limited, a predecessor company to DV Associates, introduced one of the first surveys of investment returns for pooled funds especially designed for pension plans. The Pooled Pension Fund survey has continued to be published each calendar quarter since that time.

Presented in the PDF below are extracts from the latest Pooled Pension Fund survey. Note that the B. J. Vincent survey presents returns both on the traditional lump sum investment basis and also assuming a uniform monthly deposit over each measurement period. This latter calculation gives a rate of return that would approximate the kind of return a member of a Group RRSP with payroll deduction might experience.

Pension Fund Survey PDF

 

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