Pūtea Penapena | Investments

The Directors operate under a SIPO (Statements of Investment Policies and Objectives) which are policy guidelines on investments that are set by the Trustees.

In October 2013 the Company began the process of building its long term cash and share portfolio.

The portfolio includes Term Deposits (ANZ and BNZ- $5.5m), and shares invested in the New Zealand ($8.3m), Australian and since (March 2015) Global markets.

The Company has an investment strategy with the core objective being to build on increasing the stream of income to support the wider work of the Trust.

As at 31 March 2016, the share investment portfolio has grown in value by $1.8m to $8.3m, additionally, the Trust has received dividends of over $400,000.00 in the 2015/2016 financial year.

Downloadable Content:
Statement of Investment Policies and Objectives
Ngāti Pāhauwera Commercial Development – Report on Share investment portfolio

Breakdown of the Trusts investable assets: