Endowment Investments

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Dear St Catharine’s College, Cambridge,

I would be very grateful if you could provide a comprehensive list of the College's current endowment investment assets, including the names of the investment managers, funds and investment consultants used.

Yours faithfully,

Henry Coombs

Simon Summers,

1 Attachment

Henry,

We don't disclose detailed investments for commercial reasons. The make up
of our investments is (as per the last audited accounts ie June 30th 2018)
:

Owned Property £10.9 million
Property Funds £5.5M
Equity funds £31.4M
Bonds 4M
Private Equity/ Venture Capital £3.4M
Hedge Funds 2.7M
Cash £5.6M
Other 4M

The investment managers we use are primarily: CUEF, and Stanhope Capital.
Also equity index tracker Funds provided by State Street. Cambridge
Associates and UBS provide advice on PE/ VC investments, and we use
Bidwells for advice on the investment properties we own.

The two Property Funds we invest in are the Charities Property Fund, and
the Property Income Trust for Charities.

Regards,

Simon

Simon Summers

Bursar | St Catharine's College, Cambridge, CB2 1RL
Tel: (0)1223 (3)38329 | [1]http://www.caths.cam.ac.uk/ |
[2][email address] |

St Catharine's College is a Registered Charity, No. 1137463

On 27/09/2018 22:12, Henry Coombs wrote:

Dear St Catharineâ s College, Cambridge,

I would be very grateful if you could provide a comprehensive list of the College's current endowment investment assets, including the names of the investment managers, funds and investment consultants used.

Yours faithfully,

Henry Coombs

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