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 June 30, 2020

Asset Class Actual Long Term Policy
Cash & Cash Equivalents 1.0% 1.0%
Long Term Fixed Income 27.2% 19.0%
Real Return Bonds 0.0%
Infrastructure Debt 10.6% 10.0%
Mortgages 5.7% 5.0%
TOTAL FIXED INCOME 44.6% 35.0%
Canadian Equities 6.7% 7.5%
Global Equities 16.1% 15.0%
Emerging Equities 7.2% 7.5%
TOTAL EQUITIES 30.0% 30.0%
Private Debt 1.1% 7.5%
Private Equity 3.1% 5.0%
Real Estate 9.1% 10.0%
Infrastructure Equity 12.2% 12.5%
TOTAL ALTERNATIVES 25.4% 35.0%

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

1 Year 4 Year 10 Year
Staff Pension Plan 4.1% 6.6% 8.4%