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
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.
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:
$700m
12.8%
2.241
88.1t2
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.
