Asset Owner Directory

Wellcome Trust

Wellcome is a politically and financially independent global charitable foundation. Their strategy includes grant funding, advocacy campaigns and partnerships to find solutions for today’s urgent health challenges.

Country

United Kingdom

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$48

Performance (%, 1YR)

0.9

Chief Executive

John-Arne Rottingen

Chief Investment Officer

Nick Moakes

Chair

Julia Gillard

Asset allocation

8.6% Cash & Bonds

8% Property

10.9% Hedge Funds

34.6% Private Equity

37.9% Public Markets

Website

View the annual report

Global Pension Transparency Benchmark country system description

Asset allocation as of September 30, 2023. All information is as per the most recent annual report or other publicly available data via the fund's website

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Investor Profile

Wellcome Trust’s cautious approach: Cash pile grows waiting for opportunity

Wellcome Trust is holding nearly 10 per cent of its £37.6 billion portfolio in cash and bonds as it waits for sufficiently interesting long-term investment opportunities to arise - namely a big fall in public equities that would absorb large-scale funds quickly.

Sarah RundellMarch 10, 2025

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Wellcome Trust: Hedge funds, property and low allocation to equity delivers

Allocations to property, some hedge funds and holding most of its assets in currencies other than sterling, helped Wellcome Trust withstand the impact of last year's simultaneous decline in prices in equities, government bonds and corporate credit on a scale not seen for many years.

Sarah RundellJanuary 17, 2023

Investor Profile

External equity: A worry at Wellcome

The £26.8 billion Wellcome Trust continues to reduce its allocation to external equities managers as the investment committee focuses on currency exposures, ESG and hedge funds,the impact of low interest rates and the position of the credit cycle in 2020.

Sarah RundellJanuary 20, 2020

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