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Financial information

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 from fossil fuel companies. 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 the University 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 2021/22

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

Asset codeAsset nameUniversity portfolio value (GBP)
B7FQJT3 RATHBONE ETHICAL BD INST (INC) 698,246.09
BYMB5P8 SARASIN INVT FDS RESP CORP BD 'I' GBP (INC) 666,004.12
BYMLFR0 CF TROJAN ETHICAL INC 'S' RET (INC) 690,434.82
BZ4C879 FEDERATED HERMES GBL E/M 'J'2 GBP (INC) 237,650.94
B64TS99 FIRST SENTIER INVR ST GBL EMRG MKTS SUST 'B' (ACC) 243,577.14
BJ9MMW5 BAILLIE GIFFORD W/W GBL STEWARDSHIP SEL FD 'B' ACC 670,740.08
BJK1179 T BAILEY EVENLODE INC 'D' DIS (INC) 722,862.04
BF2VKK5 CT RESP GBL EQ 'B' (ACC) 913,662.76
BF0V6Q5 FUNDSMITH LLP SUST EQ INST (INC) 989,563.48
208075 CHARITIES PROP FD (INC) 311,544.96
B0517P1 MAYFAIR PROP INC TR FOR CHARITIES GBP RET (INC) 445,099.93
RVSTG Revenue Account 7,491.19
TRSTG Trading Account 146,055.18
  Total 6,742,932.73

Investments held 2020/21

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

Asset codeAsset nameUniversity portfolio value (GBP)
B7FQJT3 RATHBONE ETHICAL BD INST (INC) 829,693.61
BYMB5P8 SARASIN INVT FDS RESP CORP BD 'I' GBP (INC) 803,351.27
BYMLFR0 CF TROJAN ETHICAL INC 'S' RET (INC) 730,862.58
BZ4C879 FEDERATED HERMES GBL E/M 'J'2 GBP (INC) 281,616.53
B64TS99 FIRST SENTIER INVR ST GBL EMRG MKTS SUST 'B' (ACC) 268,787.61
BJ9MMW5 BAILLIE GIFFORD W/W GBL STEWARDSHIP SEL FD 'B' ACC 972,335.92
BJK1179 T BAILEY EVENLODE INC 'D' DIS (INC) 701,569.10
BF2VKK5 BMO RESP GBL EQ 'B' INST (ACC) 949,117.06
BF0V6Q5 FUNDSMITH LLP SUST EQ INST (INC) 262,963.59
B0517P1 MAYFAIR PROP INC TR FOR CHARITIES GBP RET (INC) 378,762.92
RVSTG Revenue Account 5,898.03
TRSTG Trading Account 153,037.03
  Total 7,336,460.09

Investments held 2019/20

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

Asset codeAsset nameUniversity portfolio value (GBP)
0187787 CCLA CHARITIES FXD INT (INC) 850,029.41
B7FQJT3 RATHBONE ETHICAL BD INST (INC) 854,707.52
BYMLFR0 CF TROJAN ETHICAL INC 'S' RET (INC) 665,936.63
B64TS99 FIRST STATE STEWART GBL EMRG MKTS SUST 'B' (ACC) 230,162.57
BZ4C879 HERMES GBL E/M 'J' GBP (INC) 244,770.13
BJ9MMW5 BAILLIE GIFFORD W/W GBL STEWARDSHIP FD ACC 1,046,920.53
BJK1179 T BAILEY EVENLODE INC 'D' DIS (INC) 626,827.13
BF2VKK5 BMO RESP GBL EQ 'B' INST (ACC) 843,938.82
BF0V6Q5 FUNDSMITH LLP SUST EQ INST (INC) 804,380.31
0208075 CHARITIES PROPERTY FUND 255,796.01
B0517P1 PROPERTY INC TST FOR CHARITIES RET (INC) 380,815.48
RVSTG Revenue Account 1,133.92
TRSTG Trading Account 158,538.37
  Total 6,963,956.83

Investments held 2018/19

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

Asset codeAsset nameUniversity portfolio value (GBP)
B7FQJT3 RATHBONE ETHICAL BD INST (INC) 834,150.42
BYMLFR0 CF TROJAN ETHICAL INC 'S' RET (INC) 553,554.85
208075 CHARITIES PROPERTY FUND 269,246.92
B0517P1 PROPERTY INC TST FOR CHARITIES RET (INC) 386,187.07
RVSTG Revenue Account 1,932.18
TRSTG Trading Account 4,705,386.04
  Total 6,750,457.48

Investments held 2017/18

The below details the endowment investments that were held as at 31 July 2018.

Asset codeAsset nameUniversity portfolio value (GBP)
B7MT2J6 ROYAL LONDON ETHICAL BD M (INC) 820,936.64
B7FQJT3 RATHBONE ETHICAL BD INST (INC) 814,637.89
549462 M&G CHARIFUND INC 490,145.61
BF784G5 SCHRODER CAZENOVE CHARITY EQ INC 'A' (INC) 461,355.15
BYMLFR0 CF TROJAN ETHICAL INC 'S' RET (INC) 500,536.85
3387454 FIRST STATE STEWART GBL EMRG MKTS LDRS 'B' (ACC) 472,902.02
683382 ABERDEEN ETHICAL WLD INST (INC) 696,946.48
B75JDT0 SARASIN SOCIALLY RESP 'P' INST (INC) 637,265.37
BYP45J8 ALLIANZ GBL SUST 'RT' EUR INST (ACC) 759,046.02
208075 CHARITIES PROPERTY FUND 268,113.00
B0517P1 PROPERTY INC TST FOR CHARITIES RET (INC) 391,689.68
RVSTG Revenue Account 3,624.85
RVEUR Revenue Account (EUR) 2,234.37
TRSTG Trading Account 167,447.18
  Total 6,486,881.11

Investments held 2016/17

The below details the endowment investments that were held as at 31 July 2017.

Asset codeAsset nameUniversity portfolio value (GBP) Donated shares* value (GBP)
B7MT2J6 ROYAL LONDON ETHICAL BD M (INC) 840,220.39  
B7FQJT3 RATHBONE ETHICAL BD INST (INC) 835,988.86  
B0CL505 BANCO SANTANDER EUR0.50 (REGD) (CDI)   308,386.16
870612 LLOYDS BKG GRP ORD GBP0.10   36,069.00
790873 SSE ORD GBP0.50   19,526.64
3091357 BT GRP ORD GBP0.05   2,069.10
709954 PRUDENTIAL ORD GBP0.05   94,026.24
BH4HKS3 VODAFONE GRP PLC ORD $0.2095238   107,101.68
B03MLX2 ROYAL DUTCH SHELL 'A' EUR0.07 (GBP)   16,509.42
925288 GLAXOSMITHKLINE ORD GBP0.25   18,052.84
136701 BRIT LAND CO ORD 25p   28,400.46
549462 M&G CHARIFUND (INC) 484,765.13  
3231164 SCHRODER EQ INC TR FOR CHARITIES INST (INC) 456,230.02  
BYMLFR0 CF TROJAN ETHICAL INC 'S' RET (INC) 485,824.14  
3387454 FIRST STATE STEWART GBL EMRG MKTS LDRS 'B' (ACC) 448,558.36  
683382 ASI GBL ETHICAL EQ 'I' (INC) 650,268.69  
B75JDT0 SARASIN SOCIALLY RESP 'P' INST (INC) 585,855.72  
BYP45J8 ALLIANZ GBL SUST 'RT' EUR INST (ACC) 696,846.36  
208075 CHARITIES PROPERTY FUND 252,966.43  
B0517P1 PROPERTY INC TST FOR CHARITIES RET (INC) 252,966.43  
RVSTG Revenue Account 3,646.96  
TRSTG Trading Account 191,562.02  
  Total 6,303,787.98 630,141.54

* These shares were donated to the University and made available for sale to re-invest alongside the University portfolio.

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 the ‘Meet the board’ section of the webpages. Click through to each individual board member for their individual expenses reports.

Annual reports and financial statements

The University publishes its reports and financial statements annually. The accounts since 2013/14 are below. Earlier years are available from the University Library.