Improving Albertans' Quality of Life

Heritage Fund performing well despite economic uncertainty and market turmoil
February 24, 2016

The Heritage Fund posted a 6.1 per cent return over the first nine months of the 2015-16 fiscal year, earning $1 billion in net income. Strong performance by fund’s real estate and infrastructure investments offset losses in Canadian equities, while a weakening Canadian dollar bolstered returns on the fund’s global equities portfolio. The Fund’s fair value at December 31, 2015 was $18.2 billion. View the Alberta Heritage Savings Trust Fund 2015-16 Third Quarter Update.

See the left-side menu above for more information about the Heritage Fund, or use the quick links below to access highlighted topics.

News

February 24, 2016:  2015-16 Third Quarter Update

November 26, 2015:  2015-16 Second Quarter Update

August 31, 2015:  2015-16 First Quarter Update

June 30, 2015:  2014-15 Heritage Fund Annual Report

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Page last updated: April 1, 2015