A note for endowment donors

Given all the volatility in the world’s share markets at present, donors and alumni may be wondering how their donations into funds in the University of Auckland Foundation’s endowment pool are likely to fare.  

Whilst the current investment situation makes it difficult to predict with any certainty, the Foundation feels that the pool’s conservative design means that losses should be less than those currently being experienced in general global share markets.
 
The endowment is protected by the following: approximately 30% is in USD which is currently strengthening against the NZD; 35% is in high quality credit which is still generating positive returns; and 15% is in well diversified private investments (property, equity and credit) which have not yet been revalued but, when they are, the Foundation expects little or no decline (property and credit) or a decline less than that in the listed market (equity).  

Finalised first quarter figures will be available shortly.