Charities

Our approach to managing client assets is built on a foundation of trust fostered by our long-term relationships. These have taught us our charities clients’ need to preserve and grow the value of their capital while investing in assets for a sustainable future.

We continue to innovate and evolve our work with our charities’ clients, who are deeply integrated in the community. We highly value these partnerships where we believe collaboration can be mutually beneficial and reflect Wellington’s culture of healthy debate and collaboration across investment teams, regions and sectors.

All data as at 31 March 2021.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. * Includes predecessor companies.