Staying steady in turbulent times
After losing some ground in the third quarter of 2023, the Fund recovered and the return for the calendar year 2023 was 13.2%.
Equities provided most of the return, with Real Estate being the only negative return over the year.
While there has been some erosion of the longer-term returns, these remain strong with returns of 8.7% p.a. over both the 5-year and 10-year periods ending December 31, 2023.
Fund performance
The following reported figures are as of December 31, 2023:
| Rate of Return | 1-Year | 4-Year | 10-Year |
|---|---|---|---|
| Total fund rate of return | 13.2% | 8.7% | 8.7% |
| Benchmark rate of return | 12.9% | 8.0% | 8.1% |
Delivering pension peace of mind
The York University Pension Fund has been providing retirement income to York Pension Plan members for more than 50 years.
The investments team is steadfast in balancing risk and reward over the long term, so we can continue to provide dependable retirement income to plan members.
Member Exclusives:
Reports and Reference Materials: For more York University Pension Fund performance information, please choose from these available reports and reference materials.
