Rāta Foundation makes a new appointment to its Investment Committee
Our Investments
maximise our long-term impact
Investing to maximise our long-term community impact
We seek to invest sustainably, leaving our natural, human, and cultural resources stronger and healthier because of our activity. Our investment goals are linked to people and our community.
Exclusions
The Scope of Our Investments
Trustees will invest in a range of liquid and illiquid (listed and unlisted) assets within Aotearoa New Zealand, and globally.
As an ethical and highly responsible investor, our strategy includes selecting aligned funds to invest in, actively communicating with fund managers our aspirations, and excluding investments that fall short of our expectations.
Our Strategic Asset Allocation (SAA) defines the asset classes we invest in.
Strategic Asset Allocation
To maximise the relationship between growing our capital base in inflation-adjusted terms, achieving returns to continue supporting the community, and managing market volatility and risk, Rātā aims to hold a portfolio comprising of the following:
Direct Investments
30%
Illiquid Assets
30%
Liquid Assets
40%
We invest responsibly to grow our pūtea
$700m
Value of our investment portfolio
12.8%
Gross return made from our investment portfolio last financial year
2.241
Our Environmental, Social and Governance (ESG) Rating
88.1t2
Weighted Average Carbon Intensity
1 Our ESG rating is a reporting metric developed by our portfolio advisors Mercer. The ESG rating assesses how well fund managers integrate ESG factors into their investment processes, scored out of 4. Our ESG rating is a reflection of the liquid portion of our portfolio only.
2 Carbon intensity measures the number of tonnes of carbon produced for every US$1m of revenue earned by the portfolio of companies we invest in. The carbon intensity figures above relate to the listed equities portion of our portfolio only (i.e. Trans-Tasman, Global International Market, and Emerging Markets Equities). We will expand the scope of measuring the carbon intensity of our portfolio as methods improve and evolve.
Figures are to 31 March 2024. These will be updated every two years.
More on Rātā Invest
Latest News & Views
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.
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.
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.
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.
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.
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.
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.
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%.