44,000

<200

Median individual student debt up to

4 times higher for international
students

Students admitted into financial

societies across the entire
university

We were not taught financial

literacy in school. It takes a lot of
work and time to change your
thinking and to become financially
literate.
Robert Kiyosaki
Author of international bestseller
Rich Dad Poor Dad

MENTORSHIP AND COURSES

Learn from experienced
peers, mentors and alumni

NO BARRIERS

REAL WORLD EXPERIENCE

No barriers to participation
regardless of subject, year, or
experience level

Learn to trade real stocks

using real money


Of funding raised from individual
donors, compared to our goal of
20,000

Spread solely by word of mouth.

Our goal is to include all 350
members of the college

Students get involved with college

financials, learning to manage risks for
the community

No barriers to participation regardless of

subject or seniority

Students learn financial skills in a

communal environment and apply
them in real-life settings

Encourage alumni participation,

promote college publicity, and
provide donation drivers
Ethical, sustainable investments
which do not conflict with our morals

Self-sustaining, low-risk concept

with no profit motive

AROI 6.5% vs 3.5% STI

250 MEMBERS

AROI 5.65% vs 4.2% FTSE

70 MEMBERS

AROI 6.53% vs 3.3% NASDAQ

40 MEMBERS

Everything I needed to use in the

outside world, I learnt first at SMUSMIF.

Liyann Seet,
Self-made Millionaire

This initiative is fantastic and a

game changer when it comes to
getting people exposed to the
markets and the responsibility
around setting up a platform and
fund for long-term objectives

Declan Breslin, Head of Client

Services, JP Morgan

The program has taught

me more about this world
than I could ever imagine.

Jonathan de Jesus,
analyst, Goldman Sachs

First fund in Oxford or Cambridge

Quarterly publications
Student outreach opportunities

Encourage alumni participation,

promote college publicity, and
provide donation drivers

Teach extra-curricular skills and

social responsibility, allowing
students to achieve their dreams

50% of profits used to offset

future losses

External donors pool

restricted funding

Fund liquidates every 2 years

to override predecessor
burden, makes no profit

Remaining funds defray living costs

for underprivileged students

Each 2-4 student team

manages 1-2 stocks, paying
additional attention to risk,
ethics and strategy

6 student executive council

manages fund passively

Determines investment policy

direction and veto power

Submit an analysis every two

weeks with three outcomes:
buy/hold/sell

Provide first cut of compliance and

fundamentals, organise voting process
and publications

Presentation held every two

weeks, brief debate with mentors,
voting is done online

Property Director (Jesus); Head of Promotion and Management at a

National Rural and Commercial Investment Portfolio

Economics Tutor (Jesus); specialising in Industrial Organisation

Estates Bursar (Jesus); Audit Partner at Deloitte UK (1979-2016)
Assistant Dean (Jesus); Expert in Global and Domestic Supply Chains,
and Banking Regulation
Executive Director (Private Equity Institute, SBS); 23 years in Private
Equity and Entrepreneurship
Development Director (Jesus); Environmental Corporate Relations
Advisor at Rio Tinto

Chief Executive Officer; Y1 History & Politics

Chief Financial Officer; Y3 Engineering

Chief Marketing Officer; Y1 History & Politics

Chief Ethics Officer

Chief Strategy Officer

Fund terminates upon loss of 30% of

initial fund value

Limited to LSE-based securities, with no

capacity for riskier financial instruments

Stock limits losses to hard drop in

value of 10% of initial buy price

Stock takes profit upon value drop

of 15% of month-on-month price

Industry concentration cap of 40%

No borrowing hence 0% leverage ratio

Analysis based on long-term

fundamentals rather than noise

Maximum 3-month volatility of 25%

from 200-day EMA

Biannual
Liquidation;
HO/TO;
Marketing

Keep College
in the Loop

Continuity of
Project
Regulatory
Limitation

College
Approval

Due Diligence;
Best Practices

Seek Credible
Mentors

Survival of
Project

Lack of
Interest

Competing
Funds
Launch Virtual
Fund early

Risk
Management;
Reserve Fund

Virtual Trading Platform

Test concept and transform ideas

Limited Real-Money Platform

Practice skills and refine processes

Full Real-Money Platform

Consolidate structure and review
performance

of Existing Resources
Qualified staff and alumni; disparate
student expertise; existing funds and
networks

based on Current Drivers

Expanding alumni involvement;
deepening Jesus public profile;
improving College prospectus

to Expand the Funds Scope

Self-maintenance; charity involvement;
diversification into various financial
instruments; community outreach