Investment Updates
Stay up to date with the growth, performance, and impact of the OWASS Endowment Fund.
The E-Fund is designed for long-term sustainability. Contributions are invested to generate annual income in perpetuity for select OWASS projects, ensuring the school remains a leader in education and innovation.
Merrill Lynch Investment
Our primary portfolio, managed through Merrill Lynch, has grown steadily, with a current balance of $704,883. This includes an unrealized gain of $150,589, reflecting sound financial stewardship.
Fidelity Trust
In addition to Merrill Lynch, the E-Fund holds $76,334 in Fidelity Trust, providing further diversification and stability for the Fund’s growth.
Building a Legacy
for Generations of Owareans
Useful Links
©2025. Opoku Ware School Endowment Fund