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Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies (Not Applicable)

OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)

OO FI 01. Breakdown of fixed income investments by passive and active strategies (Not Applicable)

OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)

OO FI 03. Fixed income breakdown by market and credit quality (Not Completed)

OO SAM 01. Breakdown of externally managed investments by passive and active strategies

SAM 01.1. Provide a breakdown of your externally managed listed equities and fixed income by passive, active quant and, active fundamental and other active strategies.

Listed equity (LE)

0 Passive

0 Active - quantitative (quant)

100 Active - fundamental and active - other

100%

SAM 01.2. Additional information [Optional].

OO PE 01. Breakdown of private equity investments by strategy

PE 01.1. Provide a breakdown of your organisation’s internally managed private equity investments by investment strategy.

Investment strategy	Percentage of your internally managed private equity holdings (in terms of AUM)
Venture capital	>50% 10-50% <10% 0%
Growth capital	>50% 10-50% <10% 0%
(Leveraged) buy-out	>50% 10-50% <10% 0%
Distressed/Turnaround/Special Situations	>50% 10-50% <10% 0%
Secondaries	>50% 10-50% <10% 0%
Other investment strategy, specify (1)	>50% 10-50% <10% 0%
Other investment strategy, specify (2)	>50% 10-50% <10% 0%
Total 100%

Other investment strategy, specify (1)

          Mission related investments

Other investment strategy, specify (2)

PE 01.2. Additional information. [Optional]

OO PE 02. Typical level of ownership in private equity investments

PE 02.1. Indicate the level of ownership you typically hold in your private equity investments.

a majority stake (>50%)

50% stake

a significant minority stake (between 10-50%)

a minority stake (<10%)

a mix of ownership stakes

PE 02.2. Additional information. [Optional]

OO PR 01. Breakdown of property investments (Not Applicable)

OO PR 02. Breakdown of property assets by management (Not Applicable)

OO PR 03. Largest property types (Not Applicable)

OO INF 01. Breakdown of infrastructure investments (Not Applicable)

OO INF 02. Breakdown of infrastructure assets by management (Not Applicable)

OO INF 03. Largest infrastructure sectors (Not Applicable)

OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)

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Joseph Rowntree Charitable Trust

PRI reporting framework 2019