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Investment Approach

We have developed an investment approach that we believe will help us to achieve our vision. We aim to preserve capital and maximise the funding available for granting, with the flexibility to respond to opportunities as they arise.

Through impact investment, Foundation North aims to prudently leverage a portion of its total investment portfolio to support its charitable mission in Auckland and Northland.

Foundation North’s Statement of Investment Policy and Objectives has an impact investment asset class. The allocation for this asset class ranges up to 2% of the overall investment portfolio, and is expected to deliver minimum net return benchmarked to the ANZ NZ 90 Day Bank Bill Index.

The addition of impact investment in the Foundation’s investment portfolio widens the set of tools available to the Foundation for creating positive impact and complements the Foundation’s significant granting activity.

For more about the Foundation’s approach to impact investing, please read our full Impact Investment Policy: