Latest Investment Returns

Updated March 2024

 
 
Capital Preservation
Portfolio 
Balanced Portfolio 
Shari'ah
Compliant
Balanced
Portfolio 
February 2024*
Net return
0.71% 0.76% -0.40%
Year to date
1.60% 0.40% -0.10%
Last year
Ending February 2024*
Net return
10.10% 6.40% 5.90%
Less inflation
5.30% 5.30% 5.30%
Net real return
4.80% 1.10% 0.60%
Last 3 years
Ended February 2024*
Net return
7.10% 9.10% 8.00%
Less inflation
6.00% 6.00% 6.00%
Net real return
1.10% 3.10% 2.00%
Last 5 years
Ended February 2024*
Net return
7.10% 8.60% 8.60%
Less inflation
5.10% 5.10% 5.10%
Net real return
1.90%
3.50% 3.50%
Last 7 years
Ended February 2024*
Net return 7.40%
7.50%
7.30%
Less inflation
4.80% 4.80% 4.80%
Net real return
2.60% 2.70% 2.50%
 
*NB: These returns are as calculated each month by the Investment Consultants, using data supplied by the UCTRF's Investment Managers, and may differ slightly from the daily returns calculated by the UCTRF's Administrators. These differences arise mainly from timing differences affecting the monthly and daily calculation processes.


*Please note that performance figures provided by the Administrator are used to update these portfolio returns.



For previous investment reports, click below to view the archived investments page. 



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