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
178
with investments
Total Invested
$1.44B
in portfolios
Investment Income
$252.3M
annual income
Overall Yield
17.53%
sector average
Top Yielders
58
>5% yield
Growing
21
>10% growth
Showing 178 of 178 charities
1
New Zealand Methodist Trust AssociationC-
Other | 14 years data
2
Hutton Wilson Charitable TrustC-
Other | 14 years data
3
Hugh Green FoundationC+
Other | 15 years data
4
The University of Auckland Medical & Health Sciences FoundationB-
Other | 17 years data
5
Trinity Lands LimitedC-
Other | 14 years data
6
Te Runanga O Ngati AwaC-
Other | 17 years data
7
Royal New Zealand Foundation Of The Blind IncorporatedB-
Other | 1 years data
8
The Dingwall TrustC-
Other | 17 years data
9
The Baptist Union Of New ZealandF
Other | 16 years data
10
The Starship FoundationB-
Other | 1 years data
11
The King's College TrusteesF
Other | 1 years data
12
Cure KidsC-
Other | 17 years data
13
Poutama TrustD
Other | 1 years data
14
The Roman Catholic Bishop of the Diocese Of Palmerston NorthF
Other | 15 years data
15
Rātā Foundation LimitedB-
Other | 12 years data
16
St Andrew's Village Trust (Incorporated)B
Other | 1 years data
17
Diocese Of DunedinC-
Other | 16 years data
18
Canterbury West Coast Air Rescue TrustB-
Other | 13 years data
19
Malcorp Biodiscoveries LimitedD
Other | 4 years data
20
The Malaghan Institute of Medical ResearchC-
Other | 17 years data
21
Auckland City MissionD
Other | 17 years data
22
Milford FoundationC+
Other | 1 years data
23
Te Awakairangi Health NetworkC+
Other | 9 years data
24
Royal Forest & Bird Protection Society Of New Zealand IncorporatedD
Other | 1 years data
25
Save the Children New ZealandB-
Other | 1 years data
26
Barnardos New Zealand IncorporatedA-
Social Services | 6 years data
27
The Fred Hollows Foundation (NZ)C
Other | 5 years data
28
Auckland FoundationB-
Other | 10 years data
29
Diocesan School Heritage FoundationC-
Other | 17 years data
30
Christ's College CanterburyC
Other | 17 years data
31
Te Rito Maioha Early Childhood New Zealand IncorporatedB
Other | 1 years data
32
Cornwall Park Trust BoardC-
Other | 17 years data
33
Hauraki Primary Health Organisation (PHO) TrustB-
Other | 2 years data
34
Northbridge Lifecare TrustD
Other | 17 years data
35
Ngati Ranginui Iwi Society IncorporatedC
Other | 17 years data
36
Internet New Zealand IncorporatedB-
Other | 17 years data
37
The Mary Potter Hospice FoundationB-
Other | 17 years data
38
Rangi Ruru Girls' School Board of Governors IncorporatedC
Other | 17 years data
39
The Roman Catholic Diocese Of Christchurch Diocesan TrustF
Other | 17 years data
40
Variety - The Children's Charity IncorporatedC+
Other | 1 years data
41
The New Zealand Archive of Film Television and Sound Nga Taonga Whitiahua me Nga Taonga KoreroB-
Other | 1 years data
42
The Jasmine Charitable TrustC
Other | 17 years data
43
Christian Savings LimitedC
Other | 6 years data
44
Greenpeace Aotearoa IncorporatedC
Environment | 2 years data
45
Knox Home TrustC-
Other | 17 years data
46
Te Runanga o Ngati WhatuaB
Other | 16 years data
47
Make A Wish Foundation of New Zealand TrustB-
Other | 1 years data
48
New Zealand Housing FoundationB-
Other | 15 years data
49
CHT Healthcare TrustB
Other | 5 years data
50
Kia PuāwaiB-
Other | 1 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.