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 31, 2020

Asset Class Actual Long Term Policy
Cash & Cash Equivalents 0.8% 1.0%
Long Term Fixed Income 26.4% 19.0%
Real Return Bonds 0.0% 0.0%
Infrastructure Debt 10.6% 10.0%
Mortgages 6.0% 5.0%
TOTAL FIXED INCOME 43.9% 35.0%
Canadian Equities 6.6% 7.5%
Global Equities 15.6% 15.0%
Emerging Equities 6.9% 7.5%
TOTAL EQUITIES 29.1% 30.0%
Private Debt 0.5% 7.5%
Private Equity 3.7% 5.0%
Real Estate 9.8% 10.0%
Infrastructure Equity 13.0% 12.5%
TOTAL ALTERNATIVES 27.0% 35.0%

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

1 Year 4 Year 10 Year
Staff Pension Plan 0.0% 5.8% 7.6%