Our Investments
Our Investment Hītori
Tells the story of who we are
Our hitori is the ultimate expression of who we are

It creates the foundation from which we endure and places Rata in a wider context, linking to the people, places, and history of the past, through our funding communities - Canterbury (Waitaha) Nelson, Tasman, Marlborough (Te Tauihu o Te Waka o Maui) and the Chatham Islands (Rekohu/Wharekauri).

It is our investment hītori that has helped us understand the best way forward to shape our ongoing investment objectives.

Our Investment Approach

What guides our investment work

Our Partners

Meet our partners

Our People

Meet our people

News & Views

Social impact that comes from investment

Learn More

Investment Timeline
2023
Our History Hero Shot
Trustees agreed new allocations of 18% income assets, 82% growth assets, with a new focus on direct investments.
2021
News And Views Hero
Trustees put in place a new deed that added the consideration of Te Tiriti in our investment decision-making.   A key influence on our investment philosophy has been to look to successful Māori and other indigenous.
2018
Responsible Investing Hero Page
Trustees agreed to rebalance the portfolio 70-80% growth assets (equities, unlisted property and infrastructure, private debt) and 20-30% income assets (cash, fixed interest, private debt).
2017
Our Investments Hero Shot
Rātā worked to develop an enhanced investment framework that offers financial returns that better align with our social purpose.
2010
Homepage Hero Shot
More than 50% of the portfolio was still cash or NZ fixed interest.
2002
Approach Page Hero Shot
Responding to stock market downturns, international equities were transferred to cash.
1997
Resources Hero Shot
In 1997 our portfolio was lower risk - 35% cash - 35% fixed interests (Bonds) - 30% equities
1996
Kaikoura Posts
Trust Bank shares sold and diversified investment portfolio established.
1988
Marlborough
Fund created from the deregulation of Trust Bank Canterbury. Shares held on behalf of its funding community in Canterbury, Nelson, Marlborough and the Chatham Islands.
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