Strategic diversification drives Rātā investment performance in FY25

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.
The social impact derived from our investments.
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

Nuk Korako, Kaihautū, Rātā Foundation

Aroha ki te Tangata

Rātā Foundation acquires 25% stake in Alvarium
Rāta Foundation makes a new appointment to its Investment Committee
Rātā community loans provide flexibility

View from the Chief Executive