Divested?
No.
FOI Request
Successful.
FOI Report
Further to your email of 30 January 2024, in response to your request under the Freedom of Information Act 2000:
Please supply the amounts of any investments the College has in the below companies, including through index funds
Raytheon, Booking.com*, BAE Systems, HSBC, Honeywell, Valero energy, Albemarle Corp, Boeing, Caterpillar, Check point software tech, Cisco systems, Exxon Mobil Corp, General Dynamic, Lockheed Martin, Northrop Grumman, Rockwell Automation, Textron, Barclays, Airbus, Thales, Puma, Siemens, Bank Hapoalim BM, Bank Leumi Le-Israel, Mitsubishi, Elbit Systems, Israel Discount Bank, Nice Ltd, Sony, AXA, ABB Ltd, Safran, Alstom *, Smiths Group, Motorola *, Rolls Royce, Expedia *, L3 Technologies, General Electric, Airbnb Inc *, Hewlett Packard (HP), Azrieli Group Ltd, AeroVironment, Colt’s Manufacturing Company, Emtan Karmiel, Israel Aerospace Industries (IAI), Leonardo, MDT Armour, Oshkosh, Skydio, ThyssenKrupp
OUR RESPONSE
Please find below a table summarising the portfolio exposure to these companies.
We have no exposure on the equity side of the portfolio, however we hold the below bonds within the fixed income portfolio.
I have included the market value (in GBP), % of the liquid portfolio and overall portfolio (including PE) for reference.
Description Market Value (GBP) % of Liquid % of Total Portfolio Portfolio
Barclays 4.337 01/10/28 4,337% 153,258.61 0.38% 0.26%
10 Jan 2028
HSBC 2.357 08/18/31 FRN 2,357% 130,154.04 0.32% 0.22%
18 Aug 2031
ABB Finance 0 01/19/30 -EMTN- 19 70,131.57 0.17% 0.12%
Jan 2030
Mitsubishi UFJ Financial Group 38,209.98 0.09% 0.06%
3.741 03/07/29 3,741% 07 Mar
2029
Siemens Finance 1 1/4 02/28/31 38,116.54 0.09% 0.06%
1 1/4% 28 Feb 2031
Total 429,870.74 1.06% 0.73%Source: J.P. Morgan Private Bank. Data as of 19th February 2024.
If you are dissatisfied with the College’s response you may seek an internal review of the College’s decision. If after that review you remain dissatisfied you have the right to apply to the Information Commissioner:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Tel: 0303 123 1113 (or 01625 545745 if you would prefer not to call an ’03’ number, or +44 1625 545745 if calling from overseas)
Fax: 01625 524510
Email addresses are available from
[1]https://ico.org.uk/global/contact-us/Yours sincerely
Mr. Rod Cantrill
Fellow and Bursar
Fitzwilliam College
Cambridge CB3 0DG
Executive Assistant: Natalie Harvey
Tel: +44 (0)1223 332067 Email: [2][email address]
Registered Charity No: [3]1137496
Investment Policy
Fitzwilliam Statement of Investment Policy
Contacts
Bursar: Mr Rod Cantrill; bursar@fitz.cam.ac.uk
Senior tutor: Dr Paul Chirico; pac17@cam.ac.uk
Master: Baroness Sally Morgan, c/o executive assistant Alice Bevington; masters.assistant@fitz.cam.ac.uk