UCIM operates an unconstrained, global, multi-asset portfolio. UCIM’s strategy is to invest through what we believe are best-in-class, specialist, third-party fund managers, to access asset classes and geographies that will outperform passive investments over time.
The Fund is diversified over five broad asset classes: Public Equity, Private Equity, Absolute Return and Credit, Real Assets, and Fixed Interest/Cash.
The strategy aims to meet the CUEF's long-term objective to achieve returns of 5% in excess of the Consumer Price Index (“CPI”), net of fees; and to fund distributions to investors of approximately 4% of the net asset value of the Endowment per year.
We identify third-party fund managers based on the following criteria:
(i) A repeatable source of investment insight or “edge” that can deliver investment out-performance over the long-term;
(ii) A disciplined and consistent investment process;
(iii) A team that is sufficiently well-resourced, experienced and talented to deliver against (i) and (ii);
(iv) Terms which are aligned with the interests of the CUEF and its investors;
(v) A willingness to work with UCIM to deliver the CUEF’s sustainability goals and;
(vi) The highest possible levels of personal integrity.
The Investment Advisory Board provides feedback on investment strategy and portfolio management to the Chief Investment Officer and investment team.
Long-term asset managers with a committment to partnership and UCIM's net zero ambitions can contact us by completing this form.
Go to FormUniversity of Cambridge Investment Management Limited (“UCIM”) is authorised and regulated by the Financial Conduct Authority in the UK with reference number 515843. UCIM is a private limited company incorporated in England and Wales with company number 06907395. Its registered address is The Old Schools, Trinity Lane, Cambridge CB2 1TN, UK. UCIM is the investment manager of the Cambridge University Endowment Fund (the “Fund”) which is an unregulated collective investment scheme as defined in section 235 of FSMA. The Fund is not available to the general public for investment. The purpose of this website is to inform visitors about UCIM’s business and activities. The information on this website, including all opinions or other content, is not intended to and does not constitute financial, accounting, tax, legal, investment, consulting or other professional advice or services but is for information purposes only. To the extent that this website contains information regarding past performance, you should be aware that past performance is not indicative of future results. UCIM and the Fund are not authorised or regulated in any country outside the UK and it may be unlawful to access the content of this website from outside the UK. If you choose to access information on this site, you do so at your own risk and it is your responsibility to comply with the applicable laws and regulations in countries outside the UK, including in particular, the United States of America. By entering this website you confirm agreement with the above information. For further detail, please read the Important Information page and our Privacy Policy.