Charity Insights/Investment Returns

Charity Investment Returns

Discover NZ charities with the highest investment returns. Compare investment portfolios, yields, and income generation across the sector. Endowments and foundations often rely on investment returns to fund their charitable activities.

Charities
19049
with investments
Total Invested
$20.53B
in portfolios
Investment Income
$1.43B
annual income
Overall Yield
6.96%
sector average
Top Yielders
1652
>5% yield
Growing
1301
>10% growth
Showing 19049 of 19049 charities
1
The University Of Auckland FoundationB
Education | 2 years data
2
Wright Family Foundation
Health | 3 years data
3
University Of Otago Foundation TrustB
Education | 2 years data
4
Lichfield Lands IncorporatedB+
Religion | 17 years data
5
Canterbury Direct Investments Limited
Arts & Culture | 13 years data
6
Roman Catholic Diocese of Auckland Ecclesiastical Goods Trust
Religion | 2 years data
7
New Zealand Methodist Trust Association
Religion | 14 years data
8
TECT Charitable Trust
Other | 13 years data
9
Hutton Wilson Charitable TrustB
Other | 14 years data
10
Longview TrustA-
Religion | 9 years data
11
Saint John's College Trust Board
Religion | 15 years data
12
Central Lakes Trust
Education | 9 years data
13
The Tindall Foundation
Environment | 17 years data
14
Hugh Green FoundationB
Health | 16 years data
15
Dilworth TrustC-
Education | 18 years data
16
Douglas Goodfellow Charitable TrustB-
Health | 15 years data
17
DGCT Investments LimitedC+
Education | 1 years data
18
The New Zealand Anglican Church Pension FundB
Religion | 18 years data
19
Waikato Raupatu Lands Trust
Religion | 6 years data
20
Woolf Fisher Trust
Education | 17 years data
21
PACT 2086 TrustA-
Religion | 17 years data
22
The University of Auckland Medical & Health Sciences FoundationA-
Health | 18 years data
23
Te Ohu Kai Moana TrustC
Community Development | 2 years data
24
Acorn FoundationB-
Health | 18 years data
25
Taranaki Electricity TrustB
Community Development | 17 years data
26
Harry Goodfellow Charitable TrustC+
Religion | 15 years data
27
The J R McKenzie Trust
Community Development | 9 years data
28
Victoria University of Wellington FoundationB
Education | 2 years data
29
Wesley College Trust BoardA
Education | 2 years data
30
Te Ngakinga o Whanganui Investment TrustB
Community Development | 8 years data
31
University of Canterbury
Education | 7 years data
32
Auckland Medical Research FoundationA
Health | 18 years data
33
Waikato River AuthorityD+
Health | 3 years data
34
Waikato River Clean-up TrustB-
Health | 15 years data
35
Pioneer Energy Limited
Education | 2 years data
36
Shepherd Charitable Trust
Other | 3 years data
37
Joyce Fisher Charitable TrustB
Community Development | 17 years data
38
Thomas George Macarthy TrustB+
Education | 1 years data
39
Buchanan Charitable FoundationB+
Community Development | 14 years data
40
Auckland Education ReservesC+
Education | 3 years data
41
Neurological Foundation of New ZealandA-
Health | 13 years data
42
The Agricultural And Marketing Research And Development Trust BoardC-
Education | 18 years data
43
Trinity Lands LimitedD+
Community Development | 14 years data
44
Pare Hauraki Fishing Trust C+
Education | 2 years data
45
The Base Limited
Arts & Culture | 1 years data
46
Massey University FoundationA
Education | 8 years data
47
The Jackson Family FoundationB
Education | 14 years data
48
The Marianne Caughey Smith-Preston Memorial Rest Homes TrustC
Health | 18 years data
49
JN & HB Williams FoundationB
Education | 4 years data
50
St John Of God Health Care IncorporatedA-
Religion | 11 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.

Data sourced from Charities Services register and annual returns. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz.

For informational purposes only. Not investment advice.

Data as at 1 Oct 2026 · refreshed weekly from the Charities Register data we hold