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Page 1: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 2: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 3: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 4: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 5: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 6: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 7: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at

Deferred4%

Retirees31%

Survivors4%

Active61%

Plan MembershipMarch 31, 2018

Page 8: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
https://www.mun.ca/hr/services/benefits/Activity_Plan_2017-2020.pdf
Page 9: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at

Memorial University Pensions Act

Board of Regents (Trustee)

Vice-President (Administration & Finance)

Department of Human Resources

Actuary, Investment Consultant and Performance Measurement (Eckler)

Custodian (CIBC Mellon)

Auditor (Ernst & Young)

Pension Administration System (Morneau Shepell)

Portfolio Fund Managers (various)

University Pensions Committee

Page 10: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 11: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 12: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at

8.3%

23.8%

11.1%

23.2%

26.0%

7.6%

Real Estate

Canadian Bonds

International Equity

US Equity

Canadian Equity

Mortgages

Page 13: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 14: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at

-4

-2

0

2

4

6

8

10

12

14

16

Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages

Rat

e o

f R

etu

rn %

Annual Rates of ReturnBy Asset Class

As at March 31, 2018

Fund Benchmark Value Added

-20

-15

-10

-5

0

5

10

15

20

25

Rat

e o

f R

etu

rn %

Total Fund Annual Rates of ReturnAs at March 311999 to 2018

Page 15: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 16: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 17: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 18: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 19: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 20: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 21: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 22: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 23: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 24: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 25: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at

0.00%

0.50%

1.00%

1.50%

2.00%

2.50%

3.00%

3.50%

4.00%

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

Indexation Rates Indexation Rate

Canadian Inflation Rate

NL Inflation Rate

Page 26: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 27: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at
Page 28: Memorial University Pension Plan...-4-2 0 2 4 6 8 10 12 14 16 Total Fund Cdn Equity US Equity Intl Equity Bonds Real Estate Mortgages % Annual Rates of Return By Asset Class As at

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