Wake Forest Endowment Pool
June 30, 2004 |
|
Asset Class |
Target
Allocation |
Long Term
Projected Return |
FY 2004
Actual Return |
|
| Global Equities |
37% |
9.5% |
24.3% |
|
Hedge Funds /
Absolute Return |
17% |
13.2% |
4.7% |
|
| Multi-Sector Bonds |
12% |
5.2% |
2.9% |
|
| Private Equity |
10% |
13.5% |
17.2% |
|
| Real Estate |
10% |
9.2% |
13.5% |
|
| Emerging Markets 1 |
5% |
10.7% |
18.1% |
|
| High Yield Bonds |
5% |
6.8% |
N/A |
|
| Timberland 2 |
4% |
13.6% |
0.0% |
|
| Commodities |
0% |
11.2% |
27.8% |
|
| Total Endowment Pool |
100% |
10.6% |
17.0% |
|
Notes
1 Inception Sep 03
2 Inception Feb 04
|