Strategic diversification drives Rātā investment performance in FY25
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 2025
The social impact derived from our investments.
Latest News & Views
Rātā achieves 7.1% portfolio return on the back of global volatility
Rātā Foundation Reports Strong Financial Performance and Deepening Social Impact
Leighton Evans, Chief Executive, Rātā Foundation
Leighton talks about how what Rātā has learned on its cultural journey has changed how Rātā sees itself and how it works with the community to build relationships and gain access to communities of need previously closed off to them.
Nuk Korako, Kaihautū, Rātā Foundation
Nuk talks about how Rātā demonstrates Aroha ki te Tangata – Love and Care for All People - through their mahi.
Aroha ki te Tangata
Aroha ki te Tangata is a continuation of the journey Rātā Foundation has been on seeking māramatanga of Māori aspirations and funding needs in our tākiwa over the last decade.
Rātā Foundation acquires 25% stake in Alvarium
Rāta Foundation makes a new appointment to its Investment Committee
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.
View from the Chief Executive
I am excited to unveil our newly launched investment-focused website with you.