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 2018

Asset Class Actual Long Term Policy
Fixed Income
Cash & Cash Equivalents 2.1% 1.0%
Long Term Fixed Income 27.5% 29.0%
Real Return Bonds 3.8% 5.0%
Infrastructure Debt 9.3% 10.0%
42.7% 45.0%
Equities
Canadian Equities 10.1% 10.0%
Global Equities 15.3% 10.0%
Emerging Equities 4.8% 5.0%
30.2% 25.0%
Alternatives
Private Equity 2.8% 5.0%
Real Estate 11.4% 12.5%
Infrastructure Equity 12.8% 12.5%
27.0% 30.0%
Total 100.0% 100.0%

Investment Returns (Net, Annualized) to September 30, 2018

1 Year 4 Year 10 Year
Staff Pension Plan 7.3% 6.9% 6.8%