How we invest
We invest the assets that are donated to us in alignment with our values and with the long-term goal of generating strong investment results, whilst protecting the real value of the capital that our donors have generously donated.
Our commitment
Our aim is to support the social, economic, and environmental wellbeing in the Ashburton District – now and in the future. As part of this commitment, we work closely with our Investment Advisors (who are currently Forsyth Barr) to ensure that all our investments are made responsibly.
Advance Ashburton’s investment pool consists of a collection of funds, established over time through gifts and bequests from individuals and other non-profit organisations. This enables us to leverage our financial and investment expertise and philanthropic knowledge to generate an enduring source of income for charitable activities.
To maximise returns and minimise costs, almost all our assets are pooled into one investment portfolio. These donated assets are “ring fenced”, and strict separation of them is maintained between our donated and operating assets. To maximise returns, our investments are divided between property which is managed by our Investment Committee and equities and bonds which are managed by Forsyth Barr and overseen by our Investment Committee. As the Foundation has an eternal view - investments are chosen with a long-term outlook for growth. This has proven to be very rewarding to date based on our investment performance compared to our benchmarks.
A portion of the portfolio earnings (including market revaluations) are added annually to the donor’s funds from which grants for charitable purposes are made. The Investment return for the year less our administration fee (which is currently 1%) is added annually to the donors’ funds; from this an agreed percentage is used for grants, and the balance is kept within the fund for capital growth
To secure the very best returns for our community, all of the investments, as well as our Investment Policies, are overseen by our Investment Committee. This committee oversees Forsyth Barr’s performance.
Because of the long-term nature of the Foundation’s future, we have adopted a “growth” strategy for the portfolio. Whilst this will see some volatility at times, it will produce best performance for the future.
Our current asset allocation is 80% equities and properties, and 20% bonds and cash.
As already mentioned, we have partnered with Forsyth Barr to manage our investment assets on a day-to-day basis. Forsyth Barr is one of New Zealand’s leading private wealth advisors. They are governed by our Statement of Investment Principles and Objectives (SIPO) which outlines the asset allocation referred to above.
Click here to see our SIPO in detail
Our commitment
Our aim is to support the social, economic, and environmental wellbeing in the Ashburton District – now and in the future. As part of this commitment, we work closely with our Investment Advisors (who are currently Forsyth Barr) to ensure that all our investments are made responsibly.
Advance Ashburton’s investment pool consists of a collection of funds, established over time through gifts and bequests from individuals and other non-profit organisations. This enables us to leverage our financial and investment expertise and philanthropic knowledge to generate an enduring source of income for charitable activities.
To maximise returns and minimise costs, almost all our assets are pooled into one investment portfolio. These donated assets are “ring fenced”, and strict separation of them is maintained between our donated and operating assets. To maximise returns, our investments are divided between property which is managed by our Investment Committee and equities and bonds which are managed by Forsyth Barr and overseen by our Investment Committee. As the Foundation has an eternal view - investments are chosen with a long-term outlook for growth. This has proven to be very rewarding to date based on our investment performance compared to our benchmarks.
A portion of the portfolio earnings (including market revaluations) are added annually to the donor’s funds from which grants for charitable purposes are made. The Investment return for the year less our administration fee (which is currently 1%) is added annually to the donors’ funds; from this an agreed percentage is used for grants, and the balance is kept within the fund for capital growth
To secure the very best returns for our community, all of the investments, as well as our Investment Policies, are overseen by our Investment Committee. This committee oversees Forsyth Barr’s performance.
Because of the long-term nature of the Foundation’s future, we have adopted a “growth” strategy for the portfolio. Whilst this will see some volatility at times, it will produce best performance for the future.
Our current asset allocation is 80% equities and properties, and 20% bonds and cash.
As already mentioned, we have partnered with Forsyth Barr to manage our investment assets on a day-to-day basis. Forsyth Barr is one of New Zealand’s leading private wealth advisors. They are governed by our Statement of Investment Principles and Objectives (SIPO) which outlines the asset allocation referred to above.
Click here to see our SIPO in detail