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 September 2019

Asset Class Actual Long Term Policy
Cash & Cash Equivalents 0.9% 1.0%
Long Term Fixed Income 26.2% 19.0%
Real Return Bonds 2.9% 0.0%
Infrastructure Debt 10.0% 10.0%
Mortgages 3.8% 5.0%
TOTAL FIXED INCOME 43.8% 35.0%
Canadian Equities 7.9% 7.5%
Global Equities 16.1% 15.0%
Emerging Equities 7.7% 7.5%
TOTAL EQUITIES 31.7% 30.0%
Private Debt 0.3% 7.5%
Private Equity 3.1% 5.0%
Real Estate 9.1% 10.0%
Infrastructure Equity 12.0% 12.5%
TOTAL ALTERNATIVES 24.4% 35.0%

Investment Returns (Net, Annualized) to September 30, 2019

1 Year 4 Year 10 Year
Staff Pension Plan 10.31% 7.90% 8.56%