Strategic diversification drives Rātā investment performance in FY25
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
$695m
Value of our investment portfolio
7.1%
Gross return made from our investment portfolio last financial year
2.011
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
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.