Investment performance information continues to be available on the Plan’s Investment page at faculty.pensions.ubc.ca/investments/.You may also view this information by signing in to mysunlife.ca/ubcfpp, then under Investments, select Manage plan > my plan > Plan overview > View available investments.
| Investment Performance Information | Where can I find this information? |
|---|---|
| Fund Unit Values (Daily) |
Sign in to mysunlife.ca/ubcfpp, then under Investments, select Manage plan > my plan > Plan overview > View available investments. |
| Guaranteed Fund Interest Rates (Daily) |
Sign in to mysunlife.ca/ubcfpp, then under Investments, select Manage plan > my plan > Plan overview > View available investments. |
| Average Annual Fund Rates of Return (Monthly) Rates of return for most recent month, 3 months, year-to-date, 1, 3, 5 and 10 years |
FPP Investments page at faculty.pensions.ubc.ca/investments/ |
| Personal Rate of Return (Monthly) |
Sign in to mysunlife.ca/ubcfpp, then under Investments, select Manage plan > my plan > Check on account > View investment performance. Note for RRIF/LIF-Type Payment Account members: Sun Life Financial started tracking your Personal Rate of Return as of July 1, 2015. You can view your Personal Rate of Return online beginning in October 2015. |
| Investment Fund Sheets (Quarterly) Generated by Morningstar |
1. FPP Investments page at faculty.pensions.ubc.ca/investments/ 2. Sign in to mysunlife.ca/ubcfpp, then under Investments, select Manage plan > my plan > Plan overview > View available investments.Click on the individual funds to access Morningstar fund reports. To access the quarterly report, click on “PDF” |
| Morningstar Fund Reports (Monthly) |
Sign in to mysunlife.ca/ubcfpp, then under Investments, select Manage plan > my plan > Plan overview > View available investments. Click on the individual funds to access Morningstar fund reports. |
| Fund Performance and Composition (Quarterly) |
FPP Investments page at faculty.pensions.ubc.ca/investments/ |
| Market Commentary (Quarterly) |
FPP Investments page at faculty.pensions.ubc.ca/investments/ |
| Historical Annual Rates of Return (Annual) Historical annual rates of return as of December 31st for each fund |
FPP Investments page at faculty.pensions.ubc.ca/investments/ |