Improving Albertans' Quality of Life

Heritage Fund earns a 1.6 per cent quarterly return
August 23, 2016

For the first three months of the fiscal year 2016-17, the Heritage Fund had a return of 1.6 per cent, earning $638 million in net income. At June 30, 2016, the fund’s assets were worth $18.0 billion on a fair value basis. Over the past five years, the Heritage fund earned a 10.7 per cent average annual rate of return. View the Alberta Heritage Savings Trust Fund 2016-17 First Quarter Update.

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August 23, 2016:  2016-17 First Quarter Update

June 29, 2016:  2015-16 Heritage Fund Annual Report

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Page last updated: April 1, 2015