Q4 & Year-End 2022 Highlights
3.7% Total AIMCo Quarterly Net Investment Return (Benchmark 2.5%)
-3.4% Total AIMCo Yearly Net Investment Return (Benchmark -5.2%)
$87.1B Net Investment Income Since 2009
On behalf of its Alberta-based pension, endowment and government fund clients, AIMCo earned a total fund return of -3.4% net of all fees — measuring a composite of its clients’ portfolios. Cumulative long-term results are 5.9%, 0.6% above benchmark, and 7.2%, 0.7% above benchmark, over a 4- and 10-year period, representing net investment returns of $27 and $67 billion respectively.
“With high inflation, rising interest rates and unprecedented declines in both public equities and fixed income markets taking place simultaneously, 2022 was an extremely challenging year for investors,” said Evan Siddall, Chief Executive Officer of AIMCo. “The strength of our investment team mitigated the impact of these unique markets, allowing AIMCo to outperform.”