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.

Asset Mix

Updated to December 31, 2020

Asset Class Actual Long Term Policy
Cash & Cash Equivalents 1.1% 1.0%
Long Term Fixed Income 24.3% 19.0%
Real Return Bonds 0.0%
Infrastructure Debt 10.0% 10.0%
Mortgages 5.5% 5.0%
TOTAL FIXED INCOME 40.9% 35.0%
Canadian Equities 7.6% 7.5%
Global Equities 17.6% 15.0%
Emerging Equities 7.9% 7.5%
TOTAL EQUITIES 33.1% 30.0%
Private Debt 1.9% 7.5%
Private Equity 3.1% 5.0%
Real Estate 9.3% 10.0%
Infrastructure Equity 11.7% 12.5%
TOTAL ALTERNATIVES 26.0% 35.0%

Investment Returns (Net, Annualized) to December 31, 2020

1 Year 4 Year 10 Year
Staff Pension Plan 7.6% 7.7% 8.2%