Selective Fund

The Fund consists of the Virtual Fund (Collective and Selective) and Real-Money Fund.Members can pitch a stock at any time. If you’re interested in doing a stock pitch please look at the documents below to follow our template and ESG guidelines. This pitch is reviewed by the Treasurer (Cameron Swatton - cs946@exeter.ac.uk) and Investment Officer (Mike Devlin - mtd210@exeter.ac.uk) who will decide whether it is suitable for the Selective Virtual Fund or the Real-Money Fund.

There are two virtual funds (the Collective Fund and the Selective Fund) are both worth £30,000. The purpose of both of these funds is for members to learn.  All stock pitches will have equal allocation, and all positions in the Virtual Funds will be sold at the end of each year. There are no specific risk policies attached to the fund, long investments only, and stock pitches cannot be on short investments. The virtual fund will follow the ESG guidelines outlined above.The purpose of the virtual fund is for all members to feel their idea is valued. Investments will only be in equities. All stock pitches will be entered into the Collective Fund. And only certain stocks chosen by society’s Treasurer or Investment Office will be specifically invested into the ‘Selective Fund’.

The following 6 stocks were chosen on March 12th to be in the selective fund by the Portfolio Managers:

Tyson Foods

TSN
:
NYSE
View Slide

New Oriental Education Technology

EDU
:
NYSE
View Slide

Morneau Shepell

MSI
:
TSE
View Slide

Caterpillar

CAT
:
NYSE
View Slide

Brookfield Renewable Partners

BEP
:
NYSE
View Slide

BlackRock

BLK
:
NYSE
View Slide