Foundation North
Welcome
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
Closing
Part 8.
Organisation Snapshots
Our Pūtea
Annual Investment Portfolio Market Values and Cumulative Approved Grants Total
Investment Portfolio Asset Allocation
Asset Class
Global Fixed Interest |
3.3% |
Global Equity |
31.8% |
Emerging Markets Equity |
6.4% |
Alternatives |
14.6% |
Private Equity |
20.5% |
Infrastructure |
7.5% |
Property |
3.3% |
NZ Fixed Interest |
4.5% |
Private Credit |
2.7% |
NZ Impact Investments |
0.5% |
Managed Cash |
5.0% |
Our organisation
Total Costs
| Admin Costs |
$10.6m |
(2023: $9.2m) |
| Fund Management, Custodian, Advisory Fees |
$1.2m |
(2023: $1.3m) |
