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 March 2019

Asset Class Actual Long Term Policy
Cash & Cash Equivalents 4.2% 1.0%
Long Term Fixed Income 25.7% 29.0%
Real Return Bonds 3.7% 5.0%
Infrastructure Debt 10.0% 10.0%
TOTAL FIXED INCOME 43.6% 45.0%
Canadian Equities 8.1% 10.0%
Global Equities 16.2% 10.0%
Emerging Equities 6.9% 5.0%
TOTAL EQUITIES 31.2% 25.0%
Private Equity 3.1% 5.0%
Real Estate 9.0% 12.5%
Infrastructure Equity 13.0% 12.5%
TOTAL ALTERNATIVES 25.2% 30.0%

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

1 Year 4 Year 10 Year
Staff Pension Plan 7.6% 5.9% 9.0%