Staying steady in turbulent times
The capital markets ended 2024 with positive results, and the Fund return was 14.2% for the year.
Equities continue to contribute most of the total fund return, and Fixed Income also had a strong year.
Longer-term returns remain strong and ahead of the benchmark, with returns of 8.2% and 8.7% over the 5-year and 10-year periods, ending December 31, 2024.
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.
