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 2018

Asset Class Actual Long Term Policy
Cash & Cash Equivalents 1.9% 1.0%
Long Term Fixed Income 28.0% 29.0%
Real Return Bonds 3.8% 5.0%
Infrastructure Debt 10.2% 10.0%
TOTAL FIXED INCOME 44.0% 45.0%
Canadian Equities 9.1% 10.0%
Global Equities 14.2% 10.0%
Emerging Equities 4.6% 5.0%
TOTAL EQUITIES 27.9% 25.0%
Private Equity 3.3% 5.0%
Real Estate 11.8% 12.5%
Infrastructure Equity 13.0% 12.5%
TOTAL ALTERNATIVES 28.1% 30.0%

Investment Returns (Net, Annualized) to December 31, 2018

1 Year 4 Year 10 Year
Staff Pension Plan 2.2% 5.9% 7.9%