View from the Chief Executive
I am excited to unveil our newly launched investment-focused website with you.
We strive for an equitable and sustainable society under the korowai of Te Tiriti o Waitangi
Rātā will invest into the communities it serves with an aim to maximise our long-term community impact, either directly through our investments or indirectly via the distribution of the income we earn. The effective management of our investment portfolio is vital in fulfilling this objective.
Empowered to Thrive
We aim to create a world where nothing gets in the way of people enjoying full and healthy lives.
E pātuki te manawa o te rātā, he oranga mō te iwi.
The heartbeat of the rātā sustains the people
This whakataukī (proverb), gifted by Te Rūnanga o Ngāi Tahu to the Rātā Foundation, links our purpose and our investment goals to people. Rātā will invest in a way that is consistent with this whakataukī.
Our Investment
Goals
Our goal is to maximise financial prosperity but not ahead of our purpose, the wellbeing of te ao (the planet) and ngā tāngata katoa (our peoples).
Grow
Invest with a correct mindset
Operating the portfolio with an intergenerational mindset that prioritises the collective good and looks holistically at our investment activity.
Invest
Have stable and growing income
Ensuring that Rātā maintains a stable and growing income to enable us to achieve our community investment aspirations and honour our commitments to the communities we serve.
Impact
Contribute to social and environmental sustainability
We actively strive to create a more socially and environmentally sustainable world through our portfolio and the investment decisions we make.
More about investments
More on Rātā Foundation
Year in Review 2024
The social impact derived from our investments.
Latest News & Views
Rātā achieves 12.8% return
Amidst a moving feast of geopolitical tensions and volatility, Rātā Foundation demonstrated resilience, achieving a gross return of 12.8 % in the year ending 31 March 2024, clearing the benchmark of 11.2%.
Rātā community loans provide flexibility
We provide community loans to community organisations, which provide access to financing for capital projects that will bring about equitable and sustainable outcomes.
Fourteen new homes support housing affordability In Nelson
The Habitat for Humanity Nelson housing development in Stoke, Nelson, has provided immediate, affordable, and secure tenure to fourteen families needing housing.
Blenheim Gains More Affordable Rental Homes
Blenheim has gained more affordable rental homes with the Marlborough Sustainable Housing Trust’s housing project on Hutcheson Street. A $1.8m community loan from the Rātā Foundations provided cornerstone funding for the project.
First purpose-built Youth Hub in Aotearoa
The stage one construction of Aotearoa's first purpose-built Youth Hub was significantly boosted with a $500,000 grant from the Rātā Foundation.
A new era of mana Motuhake for Te Āwhina marae
Motueka based marae, Te Awhina are preparing for the opening of a million-dollar development that will see 20 whānau moving into new pāpākāinga housing, making a return to their whenua.
Fourteen new affordable housing rentals units in Christchurch Central
Oxford Terrace Baptist Church (OTBC) housing development adds fourteen affordable rental units with wrap around support. This ensures people will get the right support when they need it.
Changing the way conservation is done in Aotearoa
The Kotahitanga mō te Taiao Alliance (KMTT) is changing the way conservation is done in New Zealand through an innovative collaboration between iwi, central and local government working across 3.4 million hectares of land and ocean in Te Tau Ihu.