Pooled Reserve Investment for Saskatchewan Communities
A new opportunity to diversify your municipal reserve investments.
About SUMAInvest
SUMAInvest is a collaboration between SUMA and Saskatchewan Community Foundation with the goal of strengthening the financial capacity of municipalities through pooled reserve investment.
Benefits of SUMAInvest
Our goal is to harness the power of a pooled investment portfolio to grow municipal reserves and put more money back into our communities.
Investment Portfolio
SUMAInvest leverages the diversified and professionally-managed asset portfolio of the Saskatchewan Community Foundation.
The SUMAInvest portfolio balances market-based equities with alternative investments, like infrastructure, mortgages, and real estate. The investments are structured with a long-term outlook and a commitment to investing locally in Saskatchewan businesses, jobs, and economic growth.
The Saskatchewan Community Foundation is an institutional investor trusted with over $175 Million in assets. As a charity, we responsibly and prudently invest to earn returns for the benefit of the community.
The 5-year average return is ~9.3% and the 57-year average return is ~8.0%.
