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
Location
Cash |
5.2% |
Global Bonds |
2.1% |
Global Equity |
25.9% |
Emerging Markets Equity |
7.3% |
Hedge & Total Return Funds |
13.7% |
Private Equity & Venture Capital |
24.8% |
Private Global Infrastructure |
5.0% |
Listed Global Infrastructure |
2.2% |
Global Property |
1.7% |
NZ Property |
1.7% |
NZ Bonds |
6.7% |
NZ Inflation Linked Bonds |
1.2% |
Trans-Tasman Equity |
2.4% |
NZ Impact Bond |
0.1% |
Our organisation
Total Costs
| Admin Costs |
$8.7m |
(2021: $7.5m) |
| Activity Costs |
$0.1m |
(2021: $1.0m) |
| Fund Management, Custodian, Advisory Fees |
$1.5m |
(2021: $2.2m) |
