The Plan’s Board of Trustees is responsible for designing appropriate investment options for Plan members and for selecting and monitoring the investment managers who invest the assets.
Investing is a personal decision. It is important to understand the investments in your Plan as it is your responsibility to make investment decisions that are most appropriate to meet your personal goals. You are responsible for determining how to invest both your contributions and the University’s contributions.
To ensure the best possible fit with your financial goals and objectives, we strongly urge that you learn as much about the various funds as possible.
The Plan’s seven investment options offer a variety of asset classes, enabling you to create your own portfolio from a list of specially constructed funds. Learn about the Plan’s diverse investment options.
Managing Your Investments
Investment changes can be made online at mysunlife.ca/ubcfpp or through the Sun Life Client Care Centre at 1-844-UBC-3131. Learn how to manage investments online.
Investment performance is monitored regularly and reports are available on a monthly, quarterly, and annual basis. View the different types of investment performance reporting.