Total AUM* grew significantly in the face of global challenges

UBC Investment Management is pleased to release FY24-25 performance highlights on behalf of the funds the firm manages: the UBC Main Endowment Pool and the UBC Staff Pension Plan (SPP).

• Total Assets Under Management grew to $6.9B, up from $6.2B in FY23-24
• One-year return for the Main Endowment Pool was 13.9% with a four-year value add of 2%
• One-year return for the SPP was 9.9% with a four-year value add of 1.8%
• Ten-year annualized return for the Main Endowment Pool was 7.9% and 6.1% for the SPP
• Total Endowment distributions (10-year) were $810,674,000
• Total Pensions paid by the SPP (10-year) were $542,386,000

UBC Investment Management is pleased with the funds’ performance over the past year, guided by the investment framework the firm has put in place and strong capabilities developed in investment manager selection.

“While the public markets continued to generate strong returns, our team navigated considerable volatility and uncertainty over the past year in the face of tariff threats and decelerating GDP growth,” says UBC Investment Management CEO Dawn Jia. “Given these challenges, we are very pleased with our performance, which is a testament to the quality of the work our team strives for on behalf of the funds we manage.”

UBC Investment Management will release its full 2024-25 Annual Report in September 2025.

* In addition to the Endowment and SPP, total AUM includes additional funds under management including UBC Working Capital, Supplementary Arrangement, Peter Wall Legacy Fund, Vancouver Foundation and Merilees Chair. Figures are rounded for presentation purposes.