Heritage Fund - Publications

Reports, Business Plans and Other Documents

Check the menu to your right for publications related to the Alberta Heritage Savings Trust Fund.

The documents are in pdf (portable document format) and will open in a new window.  You need Acrobat Reader to open PDF documents.  If you do not have Acrobat Reader, you may download this free program.

Quarterly Reports

Fiscal years and dates released (mm/dd/yy)

2014-15:

2013-14:

2012-13:

2011-12:

2010-11:

2009-10:

2008-09:

2007-08:

2006-07:

2005-06:

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Annual Reports

Annual Reports and Dates released (mm/dd/yy):

2013-14 Annual Report (06/24/14)

2012-13 Annual Report (06/27/13)

2011-12 Annual Report (06/28/12)

2010-11 Annual Report (06/29/11)
See also:  Detailed List of Investments as at March 31, 2011 (Unaudited)

2009-10 Annual Report (06/24/10)
See also:  Detailed List of Investments as at March 31, 2010 (Unaudited)

2008-09 Annual Report (06/30/09)
See also:  Detailed List of Investments as at March 31, 2009 (Unaudited)

2007-08 Annual Report (06/24/08)
See also:  Detailed List of Investments as at March 31, 2008 (Unaudited)

2006-07 Annual Report (06/21/07)
See also:  Detailed List of Investments as at March 31, 2007 (Unaudited)

2005-06 Annual Report (06/26/06)
See also:  Detailed List of Investments as at March 31, 2006 (Unaudited)

2004-05 Annual Report (06/29/05)

2003-04 Annual Report (06/04) (mm/yy)

2002-03 Annual Report (06/03)

2001-02 Annual Report (06/02)

2000-01 Annual Report (06/01)

1999-00 Annual Report (06/00)

1998-99 Annual Report (06/99)

1997-98 Annual Report (06/98)

1996-97 Annual Report (06/97)

1995-96 Annual Report (06/96)

1994-95 Annual Report (06/95)

1993-94 Annual Report (06/94)

1992-93 Annual Report (06/93)

1991-92 Annual Report (06/92)

1990-91 Annual Report (06/91)

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Business Plans

Business plans and dates released (mm/dd/yy):

2013-16 Business Plan (03/07/13)

2012-15 Business Plan (02/09/12)

2011-14 Business Plan (02/24/11)

2010-13 Business Plan (02/09/10)

2009-12 Business Plan (04/07/09)

2008-11 Business Plan (04/22/08)

2007-10 Business Plan (04/19/07)

2006-09 Business Plan (03/22/06)

2005-08 Business Plan (04/13/05)

2004-07 Business Plan (03/24/04)

2003-06 Business Plan (04/08/03)

2002-05 Business Plan (03/19/02)

2001-04 Business Plan (04/24/01)

2000-03 Business Plan (02/24/00)

1999-02 Business Plan (03/11/99)

1998-01 Business Plan (02/12/98)

1997-00 Business Plan (02/11/97)

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Heritage Fund Statement of Investment Policy and Goals

Document and dates released (mm/dd/yy):

Heritage Fund Statement of Investment Policy and Goals (04/01/11)

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Other Documents

Documents and dates released (mm/dd/yy):

Looking Forward Survey and Results (pdf - 03/13/03)

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Page last updated:  August 21, 2014