Endowment Investments
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
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
-------------------------------------------------------------------
Please use this email address for all replies to this request:
[3][FOI #522355 email]
Is [4][St Catharine’s College, Cambridge request email] the wrong address for Freedom of Information requests to St Catharineâ s College, Cambridge? If so, please contact us using this form:
[5]https://www.whatdotheyknow.com/change_re...
Disclaimer: This message and any reply that you make will be published on the internet. Our privacy and copyright policies:
[6]https://www.whatdotheyknow.com/help/offi...
For more detailed guidance on safely disclosing information, read the latest advice from the ICO:
[7]https://www.whatdotheyknow.com/help/ico-...
Please note that in some cases publication of requests and responses will be delayed.
If you find this service useful as an FOI officer, please ask your web manager to link to us from your organisation's FOI page.
-------------------------------------------------------------------
References
Visible links
1. http://www.caths.cam.ac.uk/
2. mailto:[email address]
3. mailto:[FOI #522355 email]
4. mailto:[St Catharine’s College, Cambridge request email]
5. https://www.whatdotheyknow.com/change_re...
6. https://www.whatdotheyknow.com/help/offi...
7. https://www.whatdotheyknow.com/help/ico-...
We work to defend the right to FOI for everyone
Help us protect your right to hold public authorities to account. Donate and support our work.
Donate Now