Annual publication of Endowment Investment Funds 2017-18

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The University is committed to the implementation of the Endowment Investment Policy.

As at 31 July 2018 the University held a total of 拢43.8m of endowment funds:

拢33.8m of endowment funds were within the University of Sheffield Endowment Pool; consisting of 拢20.6m of Restricted Permanent Endowment Funds, 拢8.4m of Unrestricted Permanent Endowment Funds and 拢4.8m of Restricted Expendable Endowment Funds. In addition 拢6.3m of the University鈥檚 own Fixed Asset Investments are held within this pool, totalling 拢40.1m. 91看片 Endowment Pool was reviewed by the Investment Group to ensure its compliance with the Endowment Investment Policy.

拢4.4m was held within the Yorkshire Cancer Endowment Pool. The funds are held by Yorkshire Cancer Research directly, so are not subject to the University policy.

拢4.8m of endowment accumulated income was held as cash with the University of Sheffield鈥檚 banker.

拢0.5m of endowment funds received by the University prior to the year end, held as cash and invested by Sarasin & Partners just after the year end.

拢0.3m of endowment funds held with Hargreaves Lansdown. These funds are separated into two pools:

  • 49% within the main fund (Twikker income fund) managed by the original donor with interaction with the University of Sheffield Investment Society
  • 51% within the student fund (Twikker student fund) managed by the fund group within University of Sheffield Investment Society with oversight by the original donor