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)

$38

Performance (%, 1YR)

1.7

Chief Executive

Jeremy Farrar

Chief Investment Officer

Nick Moakes

Chair

Julia Gillard

Asset allocation

34.5% Public Markets

37.1% Private Equity

12.4% Hedge Funds

7.8% Property

8.2% Cash and Bonds

Website

View the annual report

Global Pension Transparency Benchmark country system description

Asset allocation as of September 30, 2022. 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: 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

Uncategorised posts

Pensions embrace short-term caution

Large pension funds are being cautious in current markets and are looking to "batten down the hatches", a panel of investors told delegates at the Milken Institute Global Conference in LA.

Amanda WhiteMay 8, 2018

Asset Classes

Post-Brexit uncertainty reigns

‘Selective optimism’ in UK real estate, infrastructure and other assets characterises investors across Europe as they scramble to tell the genuine opportunities from fool’s gold following Brexit.

Sarah RundellMarch 15, 2017

Investor Profile

Wellcome sterling bet eases Brexit pain

Calling sterling correctly ahead of Brexit and sitting patiently in large caps are key components of Wellcome Trust’s success, which means more money for fighting drug-resistant infections.

Sarah RundellJanuary 25, 2017

Opinion

G7 agreement shows benefits of engaging policymakers

Fiona Reynolds, managing director at the Principles for Responsible Investment (PRI) discusses why it’s in everyone’s interests for more investor voices to be heard between now and November before the world’s nations converge at COP21 in Paris. The announcement that the G7 leading industrial nations have agreed to cut greenhouse gases by phasing out the use of […]

Amanda WhiteJuly 1, 2015

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