Investment information and policies

J Clarke made this Freedom of Information request to St Cross College, Oxford

This request has been closed to new correspondence from the public body. Contact us if you think it ought be re-opened.

The request was successful.

Dear St Cross College, Oxford,

This is a request for information through the Freedom of Information Act.

1. What was the total market value of the institution's endowment funds and any other investment portfolios on 22 October 2018? If you are going to provide this information through your annual accounts, can you provide the specific page with the relevant figure highlighted.

2. On 22 October 2018, were the institution's endowment funds and any other investment portfolios managed directly by the institution, or indirectly by (an) external fund manager(s), or a combination of both?

3. If the institution uses external fund manager(s) to manage any endowment funds or other investment portfolios, please provide the name of each fund manager used, along with the % of the total endowment funds that they were managing on 22 October 2018. If the institution uses several fund managers, please list each fund manager name separately along with the % of the institutions total endowment and investment portfolio that they manage.

4. Does the institution invest directly in companies?

5. If the institution invests directly, please provide the details of what the institution invests in (by way if endowment or other investment portfolios), including the full names of each company invested in, and the market value invested in each company on 22 October 2018?

Please provide this information in a spreadsheet format.

6. If the institution holds investments through an external fund manager, please provide the investment portfolio for that manger from 22 October 2018, including the market value for each of their investments?

Please use a spreadsheet to provide the information and please use the format shown in this example:

7. Does the institution have an ethical investment policy, or similar? If so, please state if it is publicly available, and provide a web link. If it is not publicly available, please provide a copy.

Please could you confirm the receipt of this request?

Yours faithfully,

J Clarke

John Tranter - St Cross Bursar, St Cross College, Oxford

Dear J Clarke

Further to your FoI request, see answers below from St Cross College. It is worth noting that St Cross is formally a Society of the University and not an independent legal entity. This has the effect of aligning its policies closely to those of the central University.

1) approximately £10.5M
2) all invested in the University's own investment vehicle, OUEM.
3) not applicable.
4) no.
5) not applicable.
6) not applicable.
7) we do not have our own ethical investment policy. We support the overall position taken by OUEM, and the guidance provided to it by the central University.


John Tranter
St Cross College
61 St Giles, Oxford OX1 3LZ
[email address]
Office: +44 (0)1865 278497

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Dear John Tranter - St Cross Bursar,

Thank you very much for your response. The information you have provided, and the clarification around the legal entity of St Cross College is much appreciated.

I hope you have a great week.

Yours sincerely,

J Clarke