Our investments

• As at 31 March 2023, Rotorua Trust’s investment assets were valued at $160.2 million, of this $155.2m is managed in diverse investments by Mercer (N.Z.) Limited, with a further $5.0m invested in Perpetual Capital Management Limited (PCML) assets.
• Rotorua Trust’s total investments returned -1.9% for the year ended 31 March 2023, -0.7% below benchmark.
• 68.8% of the portfolio was invested in growth assets at year end.
• One of the Trust’s core investment beliefs is sustainable investing. It’s as much about what Trust funds are invested in, as what they are not. The Trust’s global equities portfolio therefore includes an allocation to fund managers investing to make a positive social impact as well as generate strong market returns.

Investments include allocations to:

• Renewable and alternative energy
• Water infrastructure and technologies
• Pollution control
• Health and Social services
• Sustainable consumer goods