Western's Retirement Plans
- Investment Reporting
Western provides regular updates and comprehensive information on the investments that are part of Western’s retirement plans. This information can be useful to help you assess the best investments for your pension portfolio. Here are some of the documents and information available. If there is information you cannot find, please contact the Human Resource Communication Centre at hrhelp@uwo.ca.
- Current Retirement Fund Performance (updated monthly) - Current value and historical returns for each of the investment fund options available to retirement plan members.
- 2011 Pension Investment Performance Review (Annual Report) - This annual report outlines the performance of each investment fund option available to each retirement plan member.
- Investment Fund Tiers - The investment fund options available to retirement plan members have been grouped into three tiers.
- UWO Target Date Fund Data - updated weekly
- Liquidating Trust Unit Value Estimate
- Historical Fund Performance - gives month-by-month unit values for each fund since inception.
- Rate of Return Calculation
