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Investment Resources
Our resources provide tools to monitor and review our investment performance, while maintaining transparency

Our dashboards reporting assists us to monitor and review our portfolios, financial performance and key metrics.

Graphs

Weighted Average Carbon Intensity

Strategic Asset Allocation

Portfolio Over/Under Performance Against Benchmark

Investment Portfolio Balance

Performance v Benchmark

Community Loans Total Outstanding Balance

Rātā Foundation Statement of Investment Policy and Objectives (SIPO)
Policies and FAQs
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Engagements and Exclusions
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Investment FAQs
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Rātā Annual Financial Statements
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2025

Rātā Foundation Performance Report – March 2025
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2024

Rātā Foundation Performance Report - March 2024
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2023

Rātā Foundation Performance Report - March 2023
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2022

Rātā Foundation Performance Report - March 2022
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2021

Rātā Foundation Performance Report - March 2021
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2020

Rātā Foundation Performance Report - March 2020
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