Comprehensive Investment Management for UBC's Investment Funds

UBC Staff Pension Plan

The Staff Pension Plan is a target benefit plan with fixed contributions from both the University and Plan members.

The Plan is invested in a variety of asset classes through external investment managers (PDF).

Asset Mix

Updated to December 31, 2019

Asset Class Actual Long Term Policy
Cash & Cash Equivalents 1.1% 1.0%
Long Term Fixed Income 25.3% 19.0%
Real Return Bonds 0.0% 0.0%
Infrastructure Debt 10.1% 10.0%
Mortgages 5.7% 5.0%
TOTAL FIXED INCOME 42.2% 35.0%
Canadian Equities 8.0% 7.5%
Global Equities 16.6% 15.0%
Emerging Equities 8.1% 7.5%
TOTAL EQUITIES 32.7% 30.0%
Private Debt 0.3% 7.5%
Private Equity 3.1% 5.0%
Real Estate 9.0% 10.0%
Infrastructure Equity 12.6% 12.5%
TOTAL ALTERNATIVES 25.0% 35.0%

Investment Returns (Net, Annualized) to December 31, 2019

1 Year 4 Year 10 Year
Staff Pension Plan 12.6% 7.7% 8.5%