Foundation North
Welcome
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- 3
- 4
- 5
- 6
- 7
- 8
- 9
Closing
Part 9.
Organisation Snapshots
Our Pūtea
Annual Investment Portfolio Market Values and Cumulative Approved Grants Total
Investment Portfolio Asset Allocation
Asset Class
Global Equity |
26.7% |
Emerging Markets Equity |
8.3% |
Australasian Equity |
2.7% |
Private Equity |
25.2% |
Diversifiers |
13.8% |
Infrastructure |
9.2% |
Property |
3.4% |
Global Bonds |
1.8% |
NZ Bonds |
5.1% |
NZ Impact |
0.3% |
Cash |
3.6% |
Our organisation
Total Costs
| Admin Costs |
$9.2m |
(2022: $8.8m) |
| Fund Management, Custodian, Advisory Fees |
$1.3m |
(2022: $1.5m) |
