The Fund earned a net investment income of $1,318 million for the year ended March 31, 2020. The net financial assets of the Fund were valued at $16.3 billion on March 31, 2020.
A 5.1 per cent rate of return was achieved. At a broad level the investment strategy is to take a series of calculated risks that will pay a premium over time.
The investment breakdown includes 44.8 per cent in equities, 19.5 per cent in fixed income and money market and 34.9 per cent in inflation-sensitive and alternative investments.
(taken from the Alberta Heritage Savings Trust Fund 2019-20 annual report)