Charity Insights/Investment Returns

Charity Investment Returns

Discover which NZ charities are the best investors. Compare investment portfolios, yields, and income generation across the sector. Endowments and foundations often rely on investment returns to fund their charitable activities.

Charities
596
with investments
Total Invested
$2.01B
in portfolios
Investment Income
$299.0M
annual income
Overall Yield
14.87%
sector average
Top Yielders
27
>5% yield
Growing
54
>10% growth
Showing 596 of 596 charities
1
Canterbury Direct Investments LimitedC-
Social Services | 12 years data
2
Hutton Wilson Charitable TrustC-
Other | 14 years data
3
Dilworth TrustF
Religion | 17 years data
4
The University of Auckland Medical & Health Sciences FoundationB-
Other | 17 years data
5
Acorn FoundationC+
Animal Welfare | 18 years data
6
Buchanan Charitable FoundationC+
Other | 14 years data
7
Auckland Medical Research FoundationC+
Other | 17 years data
8
St John Of God Health Care IncorporatedC
Education | 11 years data
9
Te Runanga O Ngati AwaC-
Other | 17 years data
10
The Dingwall TrustC-
Other | 17 years data
11
Cancer Society of New Zealand Auckland Northland Division IncorporatedC-
Religion | 17 years data
12
Canterbury Museum Trust BoardC+
Community Development | 17 years data
13
Momentum Waikato Community FoundationC+
Other | 12 years data
14
The Baptist Union Of New ZealandF
Other | 16 years data
15
Development West CoastD
Other | 17 years data
16
Ngapuhi Asset Holding Company LimitedC-
Other | 17 years data
17
The Starship FoundationB-
Other | 1 years data
18
Cure KidsC-
Other | 17 years data
19
BNZ FoundationB
Sports & Recreation | 2 years data
20
Poutama TrustD
Other | 1 years data
21
Rongowhakaata Iwi TrustF
Other | 16 years data
22
The Roman Catholic Bishop of the Diocese Of Palmerston NorthF
Other | 15 years data
23
Rongomaiwahine Iwi Charitable TrustC+
Other | 2 years data
24
Ngati Pahauwera Commercial Development LimitedD
Other | 1 years data
25
Auckland City Mission Housing LimitedC
Arts & Culture | 1 years data
26
Canterbury Medical Research Foundation Incorporated
Other | 17 years data
27
Anglican Diocese Of Waikato & TaranakiD
Religion | 16 years data
28
ANZUP Cancer Trials Group LimitedB-
Other | 9 years data
29
Anglican Diocese of Christchurch - General Trust EstateF
Religion | 2 years data
30
Cambridge Resthaven Trust Board IncorporatedC+
Education | 1 years data
31
Aroha-Nui Charitable TrustB-
Religion | 17 years data
32
Auckland Museum Trust BoardB-
Other | 16 years data
33
Malcorp Biodiscoveries LimitedD
Other | 4 years data
34
The Malaghan Institute of Medical ResearchC-
Other | 17 years data
35
Auckland City MissionD
Other | 17 years data
36
Breast Cancer Foundation NZ
Education | 7 years data
37
Anglican Trust for Women and ChildrenB-
Social Services | 16 years data
38
Belfast Community TrustC+
Environment | 11 years data
39
Auckland and Onehunga Hostels Endowment TrustC+
Arts & Culture | 11 years data
40
Blood Cancer NZC-
Education | 14 years data
41
Barnardos New Zealand IncorporatedA-
Social Services | 6 years data
42
The Fred Hollows Foundation (NZ)C
Other | 5 years data
43
Auckland FoundationB-
Other | 10 years data
44
Parihaka Papakainga TrustC+
Other | 5 years data
45
Abilities Incorporated
Health | 4 years data
46
Ara Foundation
Other | 15 years data
47
Aries Charitable Foundation
Religion | 3 years data
48
Assisting Different Abilities Peoples Trust
Health | 2 years data
49
Ngati Ranginui Iwi Society IncorporatedC
Other | 17 years data
50
Anglican Diocesan Ministry Support Centre
Religion | 6 years data

About Investment Data

Investment data is sourced from charity annual returns filed with Charities Services NZ. "Investments" includes securities, bonds, managed funds, and term deposits. Investment yield is calculated as annual investment income divided by investment holdings. Charities with less than $10,000 in investments are excluded. Note that investment returns can vary significantly year-to-year based on market conditions.