Our investments

• As at 31 March 2025, Rotorua Trust’s investment assets were valued at $171.2 million, of this $168.9 is managed in diverse investments by Mercer (N.Z.) Limited.
• Rotorua Trust’s total investments returned 5.4% for the year ended 31 March 2025.
• 67.9% 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
• Sustainable consumer goods
• Health and Social services
• Energy efficiency
• Waste management and technologies
• Responsible finance