Инвестиции пенсионного фонда учителей Кентукки показали двузначный рост четвертый год подряд

FRANKFORT, Ky. — Kentucky’s teachers’ retirement investments recorded double-digit gains for the fourth consecutive year, with the system’s primary pension fund returning 15.04% during the fiscal year that ended June 30. The Teachers’ Retirement System of the State of Kentucky reported a 15.04% return for its Retirement Annuity Trust and a 16.06% return for its Health Insurance Trust for fiscal 2026. The latest results extend a four-year stretch of double-digit investment gains for both funds. The annuity trust returned 12.27%, 10.61% and 12.34% during the previous three fiscal years, while the health trust returned 12.73%, 11.94% and 12.58%, respectively. After fees, the fiscal 2026 net return was 14.75% for the annuity trust and 15.79% for the health trust. The results are significant for Kentucky’s public pension system because investment performance represents a major component of its ability to meet long-term obligations to retired teachers. Over the past 30 years, TRS said its annuity investments have generated a compounded return of 8%, exceeding the system’s 7.1% long-term assumed rate of return. TRS staff presented the investment results Thursday to the system’s Investment Committee. The pension system also performed well compared with other large public pension funds. According to an analysis by Aon Investments USA of large domestic pension plans with more than $1 billion in assets, TRS investments ranked in the top third of peers across all reported periods. For the year ended June 30, the Retirement Annuity Trust’s 15.04% return ranked in the top 29%. Its three-year annualized return of 13.21% ranked in the top 10%, while its five-year return of 7.47% ranked in the top 25%. Perhaps most notable for the system’s long-term performance, TRS posted a 10-year annualized return of 10.31%, placing it in the top 4% of comparable pension plans. The investment gains come as Kentucky continues to provide full funding for the teachers’ retirement system. TRS said it benefited during the fiscal year from another year of full state budget funding as well as an additional $40 million from the state’s Budget Reserve Trust Fund. “The approach of the TRS Board of Trustees and investment team is disciplined and focused on the best returns in all types of markets,” TRS Executive Secretary Gary Harbin said. Harbin said the combination of strong investment returns and continued state funding is strengthening retirement security for Kentucky teachers. “With another year of great returns and continued full funding — for which we’re very appreciative — the retirement security of Kentucky teachers continues to be ensured,” he said.