Universities: Yorkshire and Humberside
Below is a list of the value of shares held by each university. The most recent figures generally refer to investments held in June 2008 in the top six UK-based arms exporting companies and the top eight American arms companies. The other figures mostly refer to shares held in March 2006 in the top seven US and UK arms companies at that time. The date of the information is provided in all cases.
The figures are taken from responses to Freedom of Information Act requests made to each university. Whilst the greatest care has been taken to ensure the accuracy of all the figures in this report, CAAT recognises the possibility of human error, and recommends that this fact be kept in mind when referring to the information.
Bradford University
University holds a "small number" of shares in Caterpillar and General Electric.
Total Assets Invested (all shares) £4m
Arms shares as % of total investments ?
Information refers to March 2006
Send an email to: Keith Waddington, Deputy Director of Finance
Huddersfield University
University does not directly invest in equities. Longer term investments held with HSBC and Tilney Fund Management in managed funds or fixed interest stocks.
University does not have an ethical investment policy.
Total Assets Invested (all shares) £2.3
Arms shares as % of total investments ?
Information refers to March 2006
To verify information, email:
Mr A Mears,
University Secretary
To register concerns, email:
Andrew McConnell,
Director of Finance
Hull University
No shares held directly in arms companies. University owns investment units in pooled funds, which may contain arms shares.
Total Assets Invested (all shares) £6.5m
Arms shares as % of total investments ?
Information refers to June 2008
To verify information, email:
Victoria Mays,
Records Manager
To register concerns, email:
Finance Director
Leeds Metropolitan University
No arms company shareholdings.
University does not have an ethical investment policy.
Total Assets Invested (all shares) £14m
Information refers to March 2006
To verify information, email:
Fiona Harding,
University Legal Advisor
To register concerns, email:
Stephen Willis,
Director of Finance
Leeds University
No arms company shareholdings.
University expects investment managers to take account of social, environmental and ethical considerations when investing.
Total Assets Invested (all shares) £58m
Information refers to March 2006
Send an email to: Janet Jurica, Registrar
Sheffield University
UK arms company shareholdings
Cobham £255,400
Rolls Royce £135,177
Rolls Royce B £3,006
US arms company shareholdings
General Electric £34,288
UK arms company shares held directly as part of the Endowment Portfolio. US arms shares held via a pooled vehicle within this portfolio.
Total Assets Invested (all shares) £35.8m
Arms shares as % of total investments 1.2
Information refers to March 2008
To verify information, email:
Matthew Zawadzki,
Freedom of Information Officer
To register concerns, email:
Bob Rabone,
Finance Director
Sheffield Hallam University
No arms company shareholdings.
University does not have an ethical investment policy.
Total Assets Invested (all shares) £18m
Information refers to March 2006
To verify information, email:
Helen Williamson,
Information Governance Officer
To register concerns, email:
Philip Severs,
Director of Finance
York University (Pension Scheme)
UK arms company shareholdings
BAE Systems £713,803
Rolls Royce £283,539
Outside of the Pension Scheme, York University invests in M&G Charifund Units, which have holdings in GKN Group, however no further details provided.
Total Assets Invested (all shares) £330m
Arms shares as % of total investments 0.3
Information refers to March 2008
To verify information, email:
Dr. Charles Fonge,
Records Management Officer
To register concerns, email:
Graham Gilbert,
Director of Finance
York St. John University College
No arms company shareholdings.
University is currently drafting an ethical framework policy.
Total Assets Invested (all shares) 0
Information refers to March 2006
Send an email to: Alona Duff, Finance Officer
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