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College Investments

Ewan Hawkins made this Freedom of Information request to Peterhouse, Cambridge

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Dear Peterhouse, Cambridge,

This is a formal request under the Freedom of Information Act 2000.

Could you please provide:

(1) A list of companies which the College holds stocks and shares in, specifying how many shares are held and the approximate value of the shareholding.

(2) A list of exchange traded funds, private equity funds, mutual funds, index funds, commodities, hedge funds, and bonds that the college has investments in, including the approximate value of each.

(3) in the case of any indirectly held or fund-based investments a breakdown of the companies invested in through the fund, including the percentage of the total fund made up by each holding.

(4) a list of properties that the college has investments, including the approximate value of each.

(5) A list of any other investments the college holds, including the approximate value of
each.

If you are to invoke Section 43 to withhold information in relation to any of these questions please note you must provide details of the exact FOIA exemption, details of who would be prejudiced by this information, and a public interest test justifying a conclusion with arguments for and against the release of the information.

If you are to invoke Section 12 to withhold information in relation to any of these questions please provide details of how locating, retrieving and extracting this information would exceed the appropriate limit of £450 as set out in the Freedom of Information and Data Protection (Appropriate Limit and Fees) Regulations 2004. Please also be aware of your duty under section 16 (1) of the Act to advise and assist me in narrowing my request to bring it within the appropriate limit.

Thank you very much for your assistance with this request. If you would like any clarification on the information I have asked for, please don’t hesitate to get in touch. I look forward to receiving your response in the next 20 working days.

Could you also kindly confirm upon receipt of this email.

Yours faithfully,

Ewan Hawkins

Liz Wake, Peterhouse, Cambridge

4 Attachments

Dear Mr Hawkins

 

Attached is a spreadsheet which should provide the information you
require.  The data is taken from our portfolio as at 30/6/2019.

 

Additional comments as follows:

 

1.       The “Properties” tab contains a list of the College’s investment
properties – each line refers to a building, set of buildings or piece of
land

2.       The “Public Marketable Securities” tab lists both companies and
funds that are in the form of a public marketable security.  In some
cases, these securities are companies and in other cases they are funds. 
A detailed breakdown of the companies within the fund is available from
public sources in line with the disclosure requirements of the relevant
fund.  The College holds no further information about these funds other
than what is publicly available.

3.       The “Private funds – discretionary” tab contains a list of funds
managed on a discretionary basis by third parties.  There is some publicly
available information in relation to the first three funds on this list. 
The remaining two funds are bespoke arrangements between a third party
manager and Peterhouse.  Peterhouse cannot provide a further breakdown of
any of the holdings in these funds without revealing intellectual property
of the third party manager which would be a breach of the agreement
between ourselves and our third party managers.

 

Yours sincerely

 

 

 

Liz Wake

College Secretary

RFC Administrator

Peterhouse

Trumpington Street

Cambridge CB2 1RD

 

Tel: 01223 338202

Fax: 01223 337578

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Registered Charity No. 1137457

 

References

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