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
19180
with investments
Total Invested
$21.15B
in portfolios
Investment Income
$1.48B
annual income
Overall Yield
7.01%
sector average
Top Yielders
1607
>5% yield
Growing
1333
>10% growth
Showing 19180 of 19180 charities
1
The University Of Auckland FoundationB
Education | 2 years data
2
Wright Family Foundation
Social Services | 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
Social Services | 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
Community Development | 13 years data
9
Hutton Wilson Charitable TrustB
Community Development | 14 years data
10
Longview TrustA-
Religion | 9 years data
11
Saint John's College Trust Board
Education | 15 years data
12
Central Lakes Trust
Community Development | 9 years data
13
Hugh Green FoundationB
Health | 16 years data
14
Dilworth TrustC-
Education | 18 years data
15
Douglas Goodfellow Charitable Trust
Education | 15 years data
16
DGCT Investments LimitedC+
Education | 1 years data
17
The Tindall Foundation
Social Services | 18 years data
18
The New Zealand Anglican Church Pension FundB
Religion | 18 years data
19
Waikato Raupatu Lands Trust
Education | 6 years data
20
PACT 2086 TrustA-
Religion | 17 years data
21
The University of Auckland Medical & Health Sciences FoundationA-
Education | 18 years data
22
Buchanan Charitable Foundation
Education | 15 years data
23
Te Ohu Kai Moana TrustC
Community Development | 2 years data
24
Woolf Fisher Trust
Education | 18 years data
25
Acorn FoundationB-
Community Development | 18 years data
26
Taranaki Electricity TrustB
Community Development | 17 years data
27
Harry Goodfellow Charitable TrustC+
Religion | 15 years data
28
Te Ngakinga o Whanganui Investment TrustB
Community Development | 9 years data
29
The J R McKenzie Trust
Community Development | 9 years data
30
Victoria University of Wellington FoundationB
Education | 2 years data
31
Wesley College Trust BoardA
Education | 2 years data
32
University of Canterbury
Education | 7 years data
33
Auckland Medical Research FoundationA
Health | 18 years data
34
Waikato River AuthorityD+
Environment | 3 years data
35
Waikato River Clean-up TrustB-
Environment | 15 years data
36
Pioneer Energy Limited
Education | 2 years data
37
Shepherd Charitable Trust
Community Development | 3 years data
38
Thomas George Macarthy TrustB+
Social Services | 1 years data
39
Neurological Foundation of New ZealandA-
Health | 14 years data
40
The Agricultural And Marketing Research And Development Trust BoardC-
Community Development | 18 years data
41
Trinity Lands LimitedD+
Religion | 14 years data
42
Pare Hauraki Fishing Trust C+
Arts & Culture | 2 years data
43
The Base Limited
Arts & Culture | 1 years data
44
Massey University FoundationA
Education | 8 years data
45
Joyce Fisher Charitable TrustB
Education | 18 years data
46
The Jackson Family FoundationB
Education | 14 years data
47
Clare FoundationC
Health | 6 years data
48
The Marianne Caughey Smith-Preston Memorial Rest Homes TrustC
Social Services | 18 years data
49
JN & HB Williams FoundationB
Education | 4 years data
50
Hastings District Masonic TrustC+
Community Development | 4 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 9 Nov 2026 · refreshed weekly from the Charities Register data we hold