Plan 3 Report Library

The PERS Plan 3 Report is a newsletter sent with quarterly statements to all Plan 3 members. It includes returns for each of the funds and Plan 3 investment-related articles. Archived reports in PDF format are provided below, listed by publication date.

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2008

• July (Q2 2008 Self-Directed) (157K PDF)
• May (Q1 2008 WSIB) (142K PDF)
• April (Q1 2008 Self-Directed) (142K PDF)

2007

• February (Q4 2007 WSIB) (153K PDF)
• January (Q4 2007 Self-Directed) (156K PDF)
• November (Q3 2007 WSIB) (140K PDF)
• October (Q3 2007 Self-Directed) (136K PDF)
• August (Q2 2007 WSIB) (140K PDF)
• July (Q2 2007 Self-Directed) (145K PDF)
• July (Q1 2007 WSIB) (225K PDF)
• April (Q1 2007 Self-Directed) (166K PDF)

2006

• February (Q4 2006 WSIB) (92K PDF)
• January (Q4 2006 Self-Directed) (159K PDF)
• November (Q3 2006 WSIB) (96K PDF)
• October (Q3 2006 Self-Directed) (240K PDF)
• August (Q2 2006 WSIB) (323K PDF)
• July (Q2 2006 Self-Directed) (316K PDF)
• May Special Report on Self-Directed Trading Restrictions (59K PDF)
• May (Q1 2006 WSIB) (75K PDF)
• April (Q1 2006 Self-Directed) (75K PDF)
• February (Q4 2005 WSIB) (78K PDF)
• January (Q4 2005 Self-Directed) (66K PDF)

2005

• November (Q3 2005 WSIB) (65K PDF)
• October (Q3 2005 Self-Directed) (72K PDF)
• August (Q2 2005 WSIB) (94K PDF)
• July (Q2 2005 Self-Directed) (65K PDF)
• May (Q1 2005 WSIB) (67K PDF)
• April (Q1 2005 Self-Directed) (67K PDF)
• February (Q4 2004 WSIB) (74K PDF)
• January (Q4 2004 Self-Directed) (74K PDF)

2004

• November (Q3 2004 WSIB) (27K PDF)
• October (Q3 2004 Self-Directed) (26K PDF)
  
  
• August (Q2 2004 WSIB) (69K PDF)
• July (Q2 2004 Self-Directed) (67K PDF)
  
  
• May (Q1 2004 WSIB) (29K PDF)
• April (Q1 2004 Self-Directed) (31K PDF)
• March Special Report on the Socially Responsible Balanced Fund (86K PDF)
• February (Q4 2003 WSIB) (42K PDF)
  
  
• January (Q4 2003 Self-Directed) (59K PDF)

2003

• November (Q3 2003 WSIB) (44K PDF)
• October Special Report on the International Stock Index Fund (146K PDF)
  
  
• October (Q3 2003 Self-Directed) (44K PDF)
• August (Q2 2003 WSIB) (42K PDF)
• July (Q2 2003 Self-Directed) (42K PDF)
• May (Q1 2003 WSIB) (51K PDF)
• April (Q1 2003 Self-Directed) (66K PDF)
• February (Q4 2002 WSIB) (46K PDF)
• January (Q4 2002 Self-Directed) (46K PDF)
  
  

2002

• November (Q3 2002 WSIB) (49K PDF)
• October (Q3 2002 Self-Directed) (61K PDF)
• August (Q2 2002 WSIB) (390K PDF)
• July (Q2 2002 Self-Directed) (65K PDF)