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Data: These are the responses provided by the University of Bristol to the Bristol Cable via a Freedom of Information Request submitted 11.05.15

Endowment investments 30th April 2015 (3)

University of Bristol Endowments 31st March 2015

Sources: See below a table for all investments and sources of ethical violations

 

Investment Sector Ethical violations and source Investment in £ as of March 2015
WELLCOME TRUST FI Charity Environment 91720
ADIF ALTA VELOCI Construction and Property None found 39297
BOSKALIS WESTMINSTER Construction and Property Corruption 470946
CPUK FINANCE 7.2390% 28/02/24 GBP Construction and Property None found 60682
UPP BOND ISSUER Construction and Property None found 79387
WOLSELEY PLC Construction and Property Tax 556959
AMAZON.COM INC Consumer Tax, Worker’s Rights 390056
ASSOCIATED BRITISH FOODS PLC Consumer Tax, Worker’s Rights, Executive Pay 307915
AUTO TRADER GROUP PLC Consumer None found 373379
CARMAX INC Consumer Consumer Rights 457291
CARNIVAL PLC Consumer None found 592503
COLGATE-PALMOLIVE CO Consumer None found 337070
COSTCO WHOLESALE CORP Consumer None found 684369
DIGNITY FINANCE Consumer None found 108263
DIXONS CARPHONE PLC Consumer Political Links Worker’s Rights 216775
GIVAUDAN-REG Consumer None found 602954
JOHN LEWIS PLC Consumer None found 49158
KAR AUCTION SERVICES INC Consumer None found 531043
KIMBERLY-CLARK CORP Consumer Tax 637549
KINGFISHER PLC Consumer Executive Pay Tax 311717
MERLIN ENTERTAINMENTS PLC Consumer None found 344606
MORRISON(WM) SUP Consumer Tax, Executive Pay 58952
MOTABILITY OPS Consumer Executive Pay 71164
MR PRICE GROUP LTD Consumer None found 411339
OCADO GROUP PLC Consumer Executive Pay 159320
PENDRAGON PLC Consumer None found 56230
RECKITT BENCKISER GROUP PLC Consumer Tax, Consumer Rights, Fraud 382252
STARWOOD HOTELS & RESORTS Consumer Worker’s Rights 181669
TESCO PLC Consumer Tax, Worker’s Rights, Executive Pay Environment 60362
TJX COMPANIES INC Consumer Executive Pay Tax 240172
VF CORP Consumer Worker’s Rights, Tax 578435
GUINNESS PARTNERSHIP Construction and Property Human Rights 30190
SCENTRE GROUP Construction and Property Human Rights 295146
3I GROUP PLC Finance None found 373596
3I INFRASTRUCTURE PLC Finance Tax (Anglian Water subsidiary) 465791
AA BOND CO LTD Finance Tax (Domiciled in Jersey) 71398
ABERDEEN ASSET MGMT PLC Finance None found 260002
ABRD Construction and Property and Property TRUST-B INC Finance None found 317933
ADMIRAL GROUP PLC Finance Tax 598632
AEW UK CORE Construction and Property and Property FUND Finance None found 532995
ALCENTRA EUROPEAN FLOATING RATE INCOME FUND Finance Tax (Guernsey based) 182687
BANK OF AMERICA Finance Tax, Consumer Rights, Fraud 69135
BANK OF NOVA SCOTIA Finance Tax, Fraud 616747
BARCLAYS BK PLC Finance Executive Pay Fraud, Corruption, Human Rights,Tax 73568
BARCLAYS PLC Finance See above 1214477
BK NED GEMEENTEN Finance None found 61387
BLUECREST ALLBLUE FUND LTD Finance Tax (Guernsey domiciled) 289506
BLUEFIELD SOLAR INCOME FUND Finance Tax (Guernsey domiciled) 276546
BPCE Finance Tax, Corruption 106697
BRITISH LAND CO PLC Finance Tax 313993
CF MORANT WRIGHT NIPP YLD-BI Finance None found 799423
CHENAVARI CAPITAL SOLUTIONS Finance Tax 334677
CITIGROUP INC Finance Corruption, Fraud 381005
COIF CHARITIES Construction and Property and Property-INC Finance None found 281287
CREDICORP LTD (US) Finance None found 319604
EUROCOMMERCIAL PROPERTIE-CV Finance None found 352933
GE CAPITAL UK Finance None found 66211
HARTFORD FINANCIAL SVCS GRP Finance Executive Pay 465249
HSBC HOLDINGS PLC Finance Fraud, Tax, Human Rights Environment, Consumer Rights, Executive Pay Political Links 480578
HUTCH WHA INT Finance Tax 66231
ICAP PLC Finance Tax, Political Links 202389
INTERAMERICAN DEVELOPMENT BANK Finance None found 119974
INTERNATIONAL PUBLIC PARTNERSHIP LTD Finance None found 373931
ISHARES CHINA LARGE-CAP ETF / Blackrock INC Finance Executive Pay 707428
JPMORGAN CHASE & CO Finance Corruption, Fraud 696132
JUST RETIREMENT Finance None found 136512
KBI DIVIDEND PLUS EMR MK-BGBPD Finance Tax 188309

 

LLOYDS BANK PLC Finance Consumer Rights, Executive Pay Fraud, Human Rights 412088
MAN GROUP PLC Finance Tax, Political Links Executive Pay 362472
MUZINICH ENHANCED YIELD SHORT TERM Finance None found 190321
NATIONWIDE BLDG SOC Finance Executive Pay 23889
Neuberger Berman DISTRESSED DEBT GLOBAL FUND Finance Fraud
NGG FINANCE Finance Tax 90569
OAKLEY CAPITAL INVESTMENTS Finance Tax (Bermuda based) 404560
OLD MUTUAL PLC Finance Human Rights Worker’s Rights, Tax 53443
PERSHING SQUARE HOLDINGS LTD Finance Tax (Guernsey based) 328855
PKO BANK POLSKI SA Finance Human Rights 195632
PORTERBROOK RAIL FIN LTD Finance None found 100817
PORTMAN BLDG SOC (Subsidiary of Nationwide) Finance Executive Pay 56043
PRUDENTIAL PLC Finance Political Links Tax 416825
RABOBANK Finance Fraud, Tax 72621
ROYAL BANK OF SCOTLAND GROUP Finance Executive Pay Fraud, Consumer Rights, Environment 476701
SALAR FUND PLC-C1GBP DIST INC Finance Tax 564959
SARASIN IE REAL ESTATE EQUITY – GLOBAL Finance None found 924002
SCOTTISH WIDOWS Finance Political Links 107293
STANDARD LIFE PLC Finance Political Links 319420
SWEDBANK AB – A SHARES Finance None found 545204
SWISS RE AG Finance Tax 713091
TELEREAL SECURED Finance Tax 77335
TESCO Construction and Property and Property Finance Tax, Executive Pay 74339
THE CHARITIES PROPERTY FUND Finance None found 390611
THE PROPERTY INCOME TRUST FOR CHARITIES Finance None found 630671
THFC FUNDING Finance None found 88664
UBS GROUP AG-REG Finance Executive Pay Political Links Tax, 446343
UNIBAIL-RODAMCO SE Finance Executive Pay 322809
UNICORN UK INCOME-INST INC Finance None found 586720
BNP PARIBAS Finance Fraud, Tax 368985

 

HARBOURVEST SENIOR LOANS EUR Finance 598
STANDARD CHARTERED PLC Finance Fraud Corruption Executive Pay 181556
BP PLC Fossil Fuels Tax, Environment, Human Rights Worker’s Rights, 174813
CENTRICA PLC Fossil Fuels Executive Pay Consumer Rights, 87888
DOLPHIN ENERGY Fossil Fuels Environment 27061
DUKE ENERGY CORP Fossil Fuels Environment, Human Rights 593016
EASTERN POWER NETWORKS Fossil Fuels Tax, Consumer Rights, Executive Pay 87580
ELEC DE FRANCE (EDF) Fossil Fuels Tax, Corruption, Executive Pay Consumer Rights 59920
ENEL FIN INTL NV Fossil Fuels Corruption 65172
IREN SPA Fossil Fuels None found 34623
NET4GAS Fossil Fuels None found 35262
ROYAL DUTCH SHELL PLC-B SHS Fossil Fuels Human Rights Environment, Political Links Tax, Corruption 587945
SCOTTISH & SOUTHERN ENERGY PLC Fossil Fuels None found 98191
SOUTH EASTERN POWER NETWORKS Fossil Fuels Tax, Consumer Rights, Executive Pay 53621
SSE PLC Fossil Fuels None found 566746
BG GROUP PLC Fossil Fuels Environment, Corruption 174813
COUNCIL OF EUROP 1.5000% 22/02/17 USD Government None found 30888
EUROPEAN INVT BK Government None found 297268
INSTIT CRDT OFCL Government None found 80183
IRISH GOVT Government None found 51,012
STATES OF JERSEY Government Tax 62,518
TREASURY Government N/A 1289852
UNITED MEXICAN Government N/A 89292
US TREASURY N/B Government N/A 299358
AIR LIQUIDE SA Manufacturing None found 436295
AIR PRODUCTS & ManufacturingINC Manufacturing None found 406184
ASML HOLDING NV Manufacturing None found 334229
BAYERISCHE MOTOREN WERKE AG (BMW) Manufacturing Worker’s Rights 225196
BORGWARNER INC Manufacturing None found 538602
DU PONT (E.I.) DE NEMOURS Manufacturing Environment, Political Links Human Rights 584165
EMERSON ELECTRIC CO Manufacturing None found 401709
GAZTRANSPORT ET TECHNIGA Manufacturing Environment 348165
INTUITIVE SURGICAL INC Manufacturing Consumer Rights 200396
KEYENCE CORP Manufacturing None found 316450
NISSAN MOTOR CO LTD Manufacturing Worker’s Rights, Political links 619244
ROTORK PLC Manufacturing None found 148915
TATA MOTORS LTD-SPON ADR Manufacturing Environment, Human Rights Worker’s Rights, 283894
TELECITY GROUP PLC Manufacturing None found 458932
UMICORE Manufacturing Human Rights Environment, Worker’s Rights 218951
SHANGHAI ELECTRIC GRP CO L-H Manufacturing None Found 350180
FENNER PLC Manufacturing None found 112850
DAILY MAIL & GENERAL TRUST PLC Media Tax, Political Links 395104
FUJI MEDIA HOLDINGS INC Media None found 515309
ITV PLC Media None found 269883
WALT DISNEY CO/THE Media Worker’s Rights 523639
PEARSON PLC Media Political links 157774
3M CO Natural Resources None found 619438
BHP BILLITON PLC (GBP) Natural Resources Corruption, Tax 452573
GLENCORE PLC Natural Resources Human Rights Corruption, Environment, 576411
PENNON GROUP PLC Natural Resources Executive Pay Consumer Rights, 507090

 

RIO TINTO PLC Natural Resources Worker’s Rights, Human Rights Environment 411663
UNITED UTIL WAT Natural Resources Tax, Executive Pay 58799
Astrazeneca PLC Pharmaceuticals Tax, Fraud, Corruption 952463
GLAXOSMITHKLINE PLC Pharmaceuticals and Health Political Links Corruption 48806
LIFE HEATHCARE GROUP HOLDINGS LTD Pharmaceuticals and Health None found 223793
ROCHE HOLDING AG-GENUSSCHEIN Pharmaceuticals and Health Worker’s Rights 745167
AMGEN INC Pharmaceuticals and Health Corruption, Consumer Rights 452347
EISAI CO LTD Pharmaceuticals and Health None found 299048
FRESENIUS MEDICAL CARE AG & CO Pharmaceuticals and Health Tax 476552
NOVARTIS AG-REG Pharmaceuticals and Health Corruption, Human Rights Consumer Rights 585153
MICHAEL PAGE INTERNATIONAL Recruitment Executive Pay 752648
GREENCOAT UK WIND PLC Renewable Energy & Biofuels None found 340490
NOVOZYMES A/S-B SHARES Renewable Energy & Biofuels None found 256464
ARQIVA FINANCE Technology Tax 77450
CERES POWER HOLDINGS PLC Technology None found 69377
GOOGLE INC Technology Tax 622237
NOKIA OYJ (FIN) Technology Tax 581461
ORANGE SA Technology Worker’s Rights, Tax 80440
SES Technology None found 612935
SUNRISE COMMUNICATIONS GROUP Technology None found 82121
TELEFONICA EMIS Technology Tax, Fraud, Worker’s Rights 73203
VERIZON COMM INC Technology Worker’s Rights, Tax, Executive Pay, Political Links, Human Rights 54182
BT GROUP PLC Technology Tax, Corruption, Human Rights 225061
VODAFONE GROUP PLC Technology Tax 812080
CANADIAN PACIFIC RAILWAY LTD (USD) Transport Tax 172930
FERROV DEL STATO Transport None found 113073
GREAT ROLLING STOCK COMPANY Transport None found 55564
HEATHROW FUNDING LTD Transport Tax 95083
HIGH SPEED RAIL Transport None found 40762
NETWRK RAIL INFR Transport None found 106396
TFL Transport Tax 68971
MANCHESTER AGF Unknown None found 79562

 

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