OMERS Pension Guide

Asset allocations

The tables below show the strategic asset allocation of the Drawdown, Cash Lump Sum and Annuity funds.

Drawdown Asset Class

Allocation

UK Equities

4.0%

Europe ex UK Equities

7.0%

US Equities

19.0%

Japanese Equities

3.0%

Asia Pacific ex-Japanese Equities

3.0%

Emerging Markets Equities

5.0%

*Global Corporate Bonds

19.6%

**Global Government Bonds

18.0%

Global High Yield Debt

2.0%

Emerging Market Debt

8.0%

Property

10.0%

Cash

1.5%

Total

100%

Totals might not add up to 100% exactly due to impact of rounding. *Global corporate bonds include UK corporate bonds **Global government bonds include UK government bonds

Cash Lump Sum Asset Class

Allocation

Short-dated Sterling Corporate Bonds

35%

Short-dated Conventional Gilts

45%

Cash Fund

20%

Total

100%

Annuity Asset Class

Allocation

Sterling Corporate Bonds

70%

Gilts

30%

Total

100%

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