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University of Wyoming Foundation

Asset Allocation


Endowment Performance


Asset Allocation 

One-Year 

Three-Year 

Five-Year

Eight-Year

Total Fund

12.16%

8.27%

1.91%

5.19%

S&P 500

15.98%

10.87%

1.66%

4.21%

Barclays US Aggregate

4.22%

6.19%

5.95%

5.43%

MSCI Emerging Markets

18.22%

4.66%

-0.92%

11.32%

Policy Index*

7.49%

2.58%

-1.55%

2.05%

Total Fund Median

11.78%

7.81%

2.88%

5.08%


*Policy Index as od 3q10: 10% S&P 500, 10% Barclays US Aggregate, 5% Russell 2000, 10% EAFE, 17.5% HFRX Hedged, 22.5% HFRX AR. 

Endowment Asset Allocation

Asset Allocation 

Fiscal Year 2012

Cash

2.9%

Fixed income

6.5%

International equities

11.3%

Liquidating Funds

0.1%

Domestic equities

 

Large-cap equities

11.3%

Small-cap equities

2.3%

Alternative investment

 

Absolute return

24.0%

Hedged equity

13.5%

Private equity

19.1%

Real assets

9.0%



Asset Allocation 2012

As of December 31, 2012: $337,500,000

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