Investment Strategy

At Rātā, our investment strategy is more than numbers – it’s about purpose. By embracing strategic diversification, we seek to grow our investment returns without sacrificing people and the planet.

We use a balanced mix of asset classes to meet our financial goals while managing risk. Our diversification strategy includes actively pursuing direct investments that generate sustainable, enduring revenue – supporting both financial resilience and social impact. 

Our Direct Investment strategy was born from a desire to grow our real capital base and increase our investment in our funding regions in a manner that aligns with our ESG goals and promotes financial prosperity without compromising our strategy or our commitment to all people and the planet.

Core to direct investment at Rātā is co-investing with trusted New Zealand private equity fund managers, such as Direct Capital, and partnering with like-minded entities, such as our 25% stake in Alvarium Wealth Management Holdings. These investments help us unlock the potential of the New Zealand economy while fostering an equitable and sustainable society.

We maintain a stable and growing income by providing strong, long-term risk-adjusted returns that support our community investment goals. This is achieved through robust risk management and compliance tools. 

We remain committed to being a responsible and ethical investor, integrating ESG considerations into our decision-making processes, and fostering strong partnerships to support our mission.

Learn more about our Strategic Investment Objectives and Policies (SIPO). To follow us on our investment journey, visit ratainvest.org.nz or subscribe to the latest news.

We sincerely thank you for your continued support and trust in Rātā over the last year.