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Corporate Score 35 Neutral

CAAT Pension Plan Reports 8.4% Annual Return Amid Private Equity Lag

Apr 23, 2026 15:00 UTC
Medium term

The CAAT Pension Plan saw its assets grow to C$25.4 billion, driven by strong equity performance. However, overall returns trailed the benchmark due to a significant underperformance in private equity holdings.

  • Annual return of 8.4% on total assets
  • Total assets under management reached C$25.4 billion
  • Overall return missed the 11.2% benchmark
  • Private equity returned 1.5% against a 19.6% benchmark
  • Public stock gains offset private market weakness

The CAAT Pension Plan recorded an 8.4% return for the previous year, bringing its total assets under management to C$25.4 billion, or approximately $18.6 billion. While the fund achieved positive growth, the final result fell short of its 11.2% benchmark. According to the fund's annual report, the performance gap was driven almost entirely by the pension plan's private equity allocation. This specific segment returned only 1.5%, a stark contrast to its benchmark of 19.6%. Buoyant performance in the public stock market served as a critical offset, preventing a deeper decline in overall returns. The disparity between public and private asset performance highlights the ongoing valuation challenges and soft returns currently impacting private market portfolios. For institutional investors, the results underscore the importance of diversification, as public equity gains provided a necessary cushion against the significant underperformance of private equity investments during the period.

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