Financial information - About the University, University of York (2024)

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Responsible investing

The University of York is committed to continuing our progress to make our activities more sustainable, in support of achieving the UN Sustainable Development Goals.

In 2019 the University committed to divest fromfossil fuelcompanies. This programme of divestment has been completed and the University no longer holds investments in fossil fuel companies, as announced by Vice Chancellor Charlie Jeffery in his inaugural speech.

The University is a responsible investor and has committed to responsible investment in its statement on responsible investment.

To find out more, see theUniversity of York Statement on Responsible Investment (PDF , 376kb), which acts as the University's ethical investment policy.

Endowment investments

The University of York classifies its endowments inline with the Statement of Recommended Practice - Accounting for further and higher education 2019. Permanent (restricted and unrestricted) endowments are invested with a long term focus and details of those permanent endowment investments are detailed in the annual publication of endowment investment funds. The University is a responsible investor and the investment of endowments follows the University Ethical Investing Policy.

The University may also receive expendable endowments or donations which the University will invest alongside its own cash investments.

Investments held 2022/23

The table below details the endowment investments that were held as at 31 July 2023

Asset codeAsset nameUniversity portfolio value (GBP)
BF5FX163I INFRASTRUCTURE ORD NPV58,328.13
B92SR70ABBVIE INC COM USD0.0158,474.79
B7XHCW2ABERDEEN STANDARD LIQUIDITY FD LUX STERLING L1 GBP DIS570,317.42
B4BNMY3ACCENTURE PLC CLS'A'USD0.0000225136,794.10
BZ1HM42ADYEN NV EUR0.0156,431.72
BYVY8G0ALPHABET INC CAPITAL STOCK USD0.001 CL A128,624.17
2000019AMAZON COM INC COM USD0.01113,528.93
B7FBFL2AMERICAN TOWER CORP COM USD0.0165,687.52
BWWYMV8APAX GLOBAL ALPHA LTD ORD NPV59,799.99
B929F46ASML HOLDING NV EUR0.09187,174.65
989529ASTRAZENECA ORD USD0.25184,999.90
2065159AUTODESK INC COM USD0.0154,981.31
B6QWXM4BBGI GLOBAL INFRASTRUCTURE S.A. ORD NPV (DI)56,267.28
BB0RDB9BLUEFIELD SOLAR INCOME FUND LTD ORD NPV53,684.08
208075CHARITIES PROPERTY FUND CHARITIES PROPERTY DIS260,269.24
182704CRH ORD EUR 0.32 (DI)98,755.38
6175203DBS GROUP HLDGS LTD NPV64,273.74
2516152ELI LILLY AND COMPANY COM NPV69,773.13
7144569ENEL SPA EUR147,535.95
2320524ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A46,961.31
BF2NR11GREENCOAT RENEWABLES PLC EUR0.0150,288.04
B8SC6K5GREENCOAT UK WIND PLC ORD GBP0.0157,908.47
BFX3K77GRESHAM HOUSE ENERGY STORAGE FD PLC ORD GBP0.0153,115.23
BJLP1Y7HICL INFRASTRUCTURE PLC ORD GBP0.000149,089.73
B188SR5INTERNATIONAL PUBLIC PARTNERSHIP ORD GBP0.000147,385.08
BBQ3850KEYWORDS STUDIOS PLC ORD GBP0.0127,608.58
5956078KONINKLIJKE KPN NV EUR0.04116,824.00
B121557MASTERCARD INCORPORATED COM USD0.0001 CLASS A91,498.07
B0517P1MAYFAIR CAPITAL INVESTMENT MGM LTD THE PROP INC TRUST FOR CHARITIES GBP DIS345,354.22
5529027MERCEDES-BENZ GROUP AG ORD NPV(REGD)118,754.54
2588173MICROSOFT CORP COM USD0.00000625207,501.67
BDR05C0NATIONAL GRID ORD GBP0.1243128957,086.73
7123870NESTLE SA CHF0.10 (REGD)90,490.14
2328915NEXTERA ENERGY INC COM USD0.0168,034.05
BYT16L4ORSTED A/S DKK1035,739.79
2704407PROCTER & GAMBLE CO COM NPV86,823.30
B44WZD7PROLOGIS INC COM USD0.0128,667.15
B2B0DG9RELX PLC GBP0.144499,893.46
7110388ROCHE HOLDINGS AG GENUSSCHEINE NPV52,452.33
BMH3TR5SCHIEHALLION FUND LTD(THE) C SHS NPV10,813.28
4834108SCHNEIDER ELECTRIC SE EUR4.00123,857.47
822011SMITH(DS) ORD GBP0.1087,345.01
2113382TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10147,312.76
2883890TETRA TECH INC COM STK USD0.0131,880.30
BBHX2H9THE RENEWABLES INFRASTRUCTURE GRP ORD NPV56,506.25
BG49KP9TRITAX BIG BOX REIT PLC ORD GBP0.0138,757.98
BMGR280UNITED KINGDOM(GOVERNMENT OF) 0.25% BDS 31/07/2031 GBP1000187,931.70
BMGR291UNITED KINGDOM(GOVERNMENT OF) 0.625% BDS 31/07/2035 GBP1000 'REGS'98,282.00
BFWFPL3UNITED KINGDOM(GOVERNMENT OF) 1% BDS22/04/2024 GBP1000REGS GILT116,811.87
BHBFH45UNITED KINGDOM(GOVERNMENT OF) 2.75% GILT SNR BDS 09/24 GBP1000 'REGS'194,114.01
BPCJD99UNITED KINGDOM(GOVERNMENT OF) 3.75% BDS 22/10/2053 GBP1000 'REGS'57,638.37
BQC4R99UNITED KINGDOM(GOVERNMENT OF) 3.75% BDS 29/01/2038 GBP1000 'REGS'63,582.43
BYL6RB4VOLARE OFFSHORE GLOBAL FIXED INT FUND Z INC118,170.34
BYL6R92VOLARE OFFSHORE STERLING FIXED INT FUND Z408,468.23
BJDQQ87WATCHES OF SWITZERLAND GROUP PLC ORD GBP0.012565,998.35
2950482WEST PHARMACEUTICAL SERVICES INC COM USD0.2590,894.32
5983816ZURICH INSURANCE GROUP AG CHF0.10113,519.74
9900004POUNDS378,358.78
Total6,447,420.51

Investments held 2021/22

The table below details the endowment investments that were held as at 31 July 2022

Asset codeAsset nameUniversity portfolio value (GBP)
B7FQJT3RATHBONE ETHICAL BD INST (INC)698,246.09
BYMB5P8SARASIN INVT FDS RESP CORP BD 'I' GBP (INC)666,004.12
BYMLFR0CF TROJAN ETHICAL INC 'S' RET (INC)690,434.82
BZ4C879FEDERATED HERMES GBL E/M 'J'2 GBP (INC)237,650.94
B64TS99FIRST SENTIER INVR ST GBL EMRG MKTS SUST 'B' (ACC)243,577.14
BJ9MMW5BAILLIE GIFFORD W/W GBL STEWARDSHIP SEL FD 'B' ACC670,740.08
BJK1179T BAILEY EVENLODE INC 'D' DIS (INC)722,862.04
BF2VKK5CT RESP GBL EQ 'B' (ACC)913,662.76
BF0V6Q5FUNDSMITH LLP SUST EQ INST (INC)989,563.48
208075CHARITIES PROP FD (INC)311,544.96
B0517P1MAYFAIR PROP INC TR FOR CHARITIES GBP RET (INC)445,099.93
RVSTGRevenue Account7,491.19
TRSTGTrading Account146,055.18
Total6,742,932.73

Investments held 2020/21

The below details the endowment investments that were held as at 31 July 2021.

Asset codeAsset nameUniversity portfolio value (GBP)
B7FQJT3RATHBONE ETHICAL BD INST (INC)829,693.61
BYMB5P8SARASIN INVT FDS RESP CORP BD 'I' GBP (INC)803,351.27
BYMLFR0CF TROJAN ETHICAL INC 'S' RET (INC)730,862.58
BZ4C879FEDERATED HERMES GBL E/M 'J'2 GBP (INC)281,616.53
B64TS99FIRST SENTIER INVR ST GBL EMRG MKTS SUST 'B' (ACC)268,787.61
BJ9MMW5BAILLIE GIFFORD W/W GBL STEWARDSHIP SEL FD 'B' ACC972,335.92
BJK1179T BAILEY EVENLODE INC 'D' DIS (INC)701,569.10
BF2VKK5BMO RESP GBL EQ 'B' INST (ACC)949,117.06
BF0V6Q5FUNDSMITH LLP SUST EQ INST (INC)262,963.59
B0517P1MAYFAIR PROP INC TR FOR CHARITIES GBP RET (INC)378,762.92
RVSTGRevenue Account5,898.03
TRSTGTrading Account153,037.03
Total7,336,460.09

Investments held 2019/20

The below details the endowment investments that were held as at 31 July 2020.

Asset codeAsset nameUniversity portfolio value (GBP)
0187787CCLA CHARITIES FXD INT (INC)850,029.41
B7FQJT3RATHBONE ETHICAL BD INST (INC)854,707.52
BYMLFR0CF TROJAN ETHICAL INC 'S' RET (INC)665,936.63
B64TS99FIRST STATE STEWART GBL EMRG MKTS SUST 'B' (ACC)230,162.57
BZ4C879HERMES GBL E/M 'J' GBP (INC)244,770.13
BJ9MMW5BAILLIE GIFFORD W/W GBL STEWARDSHIP FD ACC1,046,920.53
BJK1179T BAILEY EVENLODE INC 'D' DIS (INC)626,827.13
BF2VKK5BMO RESP GBL EQ 'B' INST (ACC)843,938.82
BF0V6Q5FUNDSMITH LLP SUST EQ INST (INC)804,380.31
0208075CHARITIES PROPERTY FUND255,796.01
B0517P1PROPERTY INC TST FOR CHARITIES RET (INC)380,815.48
RVSTGRevenue Account1,133.92
TRSTGTrading Account158,538.37
Total6,963,956.83

Investments held 2018/19

The below details the endowment investments that were held as at 31 July 2019.

Asset codeAsset nameUniversity portfolio value (GBP)
B7FQJT3RATHBONE ETHICAL BD INST (INC)834,150.42
BYMLFR0CF TROJAN ETHICAL INC 'S' RET (INC)553,554.85
208075CHARITIES PROPERTY FUND269,246.92
B0517P1PROPERTY INC TST FOR CHARITIES RET (INC)386,187.07
RVSTGRevenue Account1,932.18
TRSTGTrading Account4,705,386.04
Total6,750,457.48

Expenses

The University reports on expenses for each of its members of University Executive Board (UEB). Specific expenses relating to each member are included under their profile on the University web pages. Click through to each individual board member for their individual expenses reports.

  • Meet the board

Annual reports and financial statements

The University publishes its reports and financial statements annually. The accounts since 2017/18 are below. Earlier years are available from the University Library.

  • Annual report and financial statements 2023 (PDF , 1,983kb)
  • Annual report and financial statements 2022 (PDF , 4,592kb)
  • Annual report and financial statements 2022 (MS Word , 318kb)
  • Annual Reports and Financial Statements 2021 (PDF , 8,461kb)
  • Annual Report and Financial Statements 2020 (PDF , 7,720kb)
  • Annual Report and Financial Statements 2019 (PDF , 2,736kb)
  • Annual Report and Financial Statements 2018 (PDF , 4,838kb)
  • Annual Report and Financial Statements 2017 (PDF , 966kb)

As an investment expert with a comprehensive understanding of financial portfolios and responsible investing, I can provide insights into the endowment investments of the University of York, as outlined in the article. My expertise is demonstrated by the ability to analyze and interpret the details of the investments, including specific asset codes, names, portfolio values, and currency denominations.

In 2019, the University of York made a commitment to divest from fossil fuel companies as part of its sustainable investment strategy. This program has been successfully completed, with the University no longer holding investments in fossil fuel companies. The commitment to responsible investment is emphasized in the University's ethical investment policy, outlined in the "University of York Statement on Responsible Investment."

The endowment investments are classified in line with the Statement of Recommended Practice - Accounting for further and higher education 2019. Permanent endowments, both restricted and unrestricted, are invested with a long-term focus, and details of these investments are published annually.

The investments for the fiscal year 2022/23 are listed in the table, providing information on various assets, their codes, names, and portfolio values in GBP. Notable investments include holdings in infrastructure, technology, pharmaceuticals, energy, and government bonds. The total portfolio value for this period is £6,447,420.51.

For the previous fiscal years (2021/22, 2020/21, and 2019/20), similar tables are presented, showcasing the University's commitment to diverse and responsible investment strategies. The investments cover a range of sectors and include ethical and sustainable funds, aligning with the University's ethical investing policy.

The article also briefly mentions the University's expenses reporting system, where expenses for each member of the University Executive Board (UEB) are reported. These expenses are accessible through individual profiles on the University's web pages.

Additionally, the availability of the University's annual reports and financial statements since 2017/18 is highlighted. These documents provide detailed insights into the University's financial performance, with downloadable PDF and MS Word versions available for each fiscal year.

In conclusion, the University of York's commitment to responsible and sustainable investing is evident in its divestment from fossil fuels and adherence to ethical investment policies. The detailed breakdown of endowment investments over multiple fiscal years showcases a strategic and diversified approach to managing the University's financial portfolio.

Financial information - About the University, University of York (2024)

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