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Ā Mātou Haumitanga

Our Investments

We strive for an equitable and sustainable society under the korowai of Te Tiriti o Waitangi

As a guardian to a $685 million pūtea, smart, values-based investment management, is critical to how we deliver on our purpose and long-term community impact.

Rātā Invest

The official investment website of Rātā Foundation

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E patūki te manawa o te rātā, he oranga mō te iwi.
The heartbeat of the rātā sustains the people.

This whakataukī (proverb), gifted by Ngāi Tahu to Rātā Foundation, links our purpose and our investment goals to people.  Rātā will invest in a way that is consistent with this whakataukī.

Rātā Foundation invests in the communities within our funding region with the goal of delivering long-term equitable and sustainable community impact. We do this directly through the distribution of our income and indirectly through how we generate that income.

Our Investment Goals
Our goal is to maximise financial prosperity but not ahead of our purpose, the wellbeing of te ao (the planet) and ngā tāngata katoa (our peoples).
Grow
Invest with a correct mindset
Operating the portfolio with an intergenerational mindset that prioritises the collective good and looks holistically at our investment activity.
Invest
Have stable and growing income
Ensuring that Rātā maintains a stable and growing income to enable us to achieve our community investment aspirations and honour our commitments to the communities we serve.
Impact
Contribute to social and environmental sustainability
We actively strive to create a more socially and environmentally sustainable world through our portfolio and the investment decisions we make.
More about Rātā Invest

We would like to welcome you to – Rātā Invest – where you will find information on our investment approach and objectives, our financial accounts, resources, news and views, and much more.

Our Investments
Our Investment Approach
Responsible Investing
Rātā Annual Financial Statements