College - Updates(Linacre College)
From Oxford Socially Responsible Investment Campaign (http://www.srioxford.org.uk)

Freedom of Information Response & List of Funds

Posted on 03/05/05 by admin

Linacre Update:

Linacre replied to the Freedom of Information Request sent in March 2005 with the following details:

Funds held as of 1st February 2005:

Overseas

CAZENOVE INVESTMENT FUND MGMT UNIVERSAL INTERNATIONAL PORTFOLIO INC

2,070,000

Tracker Funds

CHARIGUARD UK EQUITY FUND

18,821.37

Ethical Funds

Norwich Union

UK Ethical

38372.487

Aegon

Ethical A

14343.025

Aegon

Ethical Income A

5253.041

Axa UK

Ethical class A

15168.922

F&C

Stewardship International

6070.4417

Henderson

Global Care Growth

6851.98

Henderson

Global Care Income

10148.93

Aberdeen

Ethical World Acc A

11943.02

Other

Oxford University Trusts Pool

no. of units not known yet value £250,000

Linacre can provide lists of the individual shares this equates to on request – but there is a cost of £5+VAT

Linacre said “We do not have a formal ethical policy but as you will see the college does have some small holdings in ethical funds.”

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