How the portfolio is built.
Target ranges by asset class and geography, hard concentration limits and ESG benchmarks. Use the tools below to test a trade or an allocation against the mandate.
Asset class targets
s4.1Core growth driver, diversified across sectors and geographies.
Broad exposure reduces single-stock concentration.
Liquidity buffer and capital for new opportunities.
Geographic exposure
s4.2S&P 500 equities, ESGU, ESGV.
UK-listed equities and ESG ETFs.
ESGD, VSGX, European and Asian equities.
ESG-screened EM ETFs only.
Limits that don't bend.
The Fund has a moderate risk tolerance, consistent with long-term equity investing and its educational mission.
Of total portfolio value.
Of total portfolio value.
Rolling. Triggers a formal investment and leadership review.
Rolling. Triggers a formal investment and leadership review.
No leverage
No margin and no borrowing to invest, under any circumstances.
Daily liquidity
Only instruments that are daily-liquid under normal market conditions. Typical holding period: months to years.
Pre-trade checks
The Risk & Compliance Officer checks every proposed trade against the mandate before execution.
Test it against the mandate.
Check a proposed trade before you pitch it, or model a whole-portfolio allocation against the target ranges.
Result
Asset class
Geography
Measured against ESG indices.
Performance is judged against ESG-focused benchmarks that reflect the Fund's sustainable mandate.
The Investment Committee may adjust the primary benchmark annually based on portfolio composition, subject to Academic Adviser approval.
| Ticker | Benchmark | Role |
|---|---|---|
| ESGU | iShares ESG Aware MSCI USA ETF | Primary |
| ESGD | iShares ESG Aware MSCI EAFE ETF | Primary |
| ESGV | Vanguard ESG US Stock ETF | Additional |
| ICLN | iShares Global Clean Energy ETF | Additional |
| VSGX | Vanguard ESG International Stock ETF | Additional |
What fits the mandate.
Examples of the types of positions consistent with the mandate. They are not holdings disclosures or investment recommendations.
ESGU
iShares ESG Aware MSCI USA ETF. Broad US equity exposure with an ESG screen; primary benchmark constituent.
ICLN
iShares Global Clean Energy ETF. Thematic alignment with RHUL's sustainability commitments.
ULVR.L
Unilever PLC. Large-cap, ESG-positive UK stock with global diversification.
Learn investing by doing it.
Open to every enrolled Royal Holloway student. No finance background needed, just curiosity, rigour and around 6-8 hours a week in term.