The Fund earned a net investment income of $1,354 million for the year ended March 31, 2021. The net financial assets of the Fund were valued at $17.8 billion on March 31, 2021.
A 16.1 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 50.3 per cent in equities, 18.7 per cent in fixed income and money market and 30.5 per cent in inflation-sensitive and alternative assets.
(taken from the Alberta Heritage Savings Trust Fund 2020-21 annual report)