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Oxford Endowment Fund

This was established as a vehicle to invest gifts and donations in perpetuity. As such it is able to absorb greater levels of volatility, and we are not constrained by short-term considerations.

The Oxford Endowment Fund is a unitised investment vehicle that allows the pooling of a large number of endowment assets, legacies, gifts and capital into one entity. We require a minimum five year commitment from our investors.

The primary objective is to achieve an equity-like return, while distributing a stable income on an annual basis to our investors to fund their charitable activities.

We aim to produce a real long-term rate of return of 5% over the widely recognised HEPPI measure of inflation and to distribute 4% to our investors.

The inception date for this fund and its benchmark is 1 January 2008. The fund opened to investors on 1 January 2009.

Fund Performance

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Annual Reports

Mission Statement

Our mission is to protect, manage and enhance the wealth of the University of Oxford, the colleges and the charitable trusts associated with the collegiate University. In doing so we help the University and the colleges achieve their educational and research objectives.