Our Investments
Investments
Our Investment Approach
Our Approach
Our main investment objective is to preserve the original capital of a donors gift so it can benefit our community forever.
Our Strategy
Donations to the 45South Foundation are pooled and invested in perpetuity, so that they can grow over time and contribute to our community for years to come. Though donations are pooled, each donor fund is tracked and recorded individually. The investment returns are used to make distributions to local community organisations each year, in accordance with each donor’s wishes.
Our key driver, therefore, is to preserve the original capital value of a gift and grow our assets as much as market conditions allow, so that we can:
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Invest in programs that address community needs now; and
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Ensure there will be resources available to address community needs in the future.
Investment Management and Performance
Our Investment Committee
The 45South Foundation fund is managed by professional wealth managers, under the authority of the 45South Foundation Investment Committee. All investment decisions must be approved by the committee who report to the 45South Board of Trustees.
45South Foundation Fund
Our portfolio has grown from our first fund of $30,000 in 2018 to more than $3M in funds under management YE March 2024. For more detailed information see our Impact Reports and Audited Financial Statements.
Our Investment Committee
Our investment approach is built on experience, prudence, and a long-term view. To the right you’ll meet our Investment Committee - trusted professionals who volunteer their time to guide the responsible management of our funds. Our Statement of Investment Policy and Objectives (SIPO), outlines how we protect and grow the resources entrusted to us. It’s all part of our commitment to ensuring community funds are managed with care, transparency, and purpose.
Chair, Investment Committee
Ray Key
Ray brings financial expertise to the Board after 20 years’ experience in financial markets and investment banking working for International banks and Financial institutions in Europe and Australia.
Investment Committee
Simon Flood
Simon has more than 25 years of experience in the global investment management industry having held a variety of senior investment management and business leadership roles in London, Hong Kong, and Singapore. Simon is also the chair of Queenstown Airport.
Investment Committee
Paul Rea
As a former chair of Port Otago and a director of Waitomo Petroleum Group and start-up company, ROBOS International, Paul has significant governance experience.