Our Investments
Since 2024 Clare has put impact at the centre of its investment strategy. Having a ‘Total Impact Approach’ means the Clare portfolio is fully aligned with impact-focused investment managers and impact-focused direct investments whenever possible.
To achieve this, Clare worked with the trusted advisers at Makao to develop the new Statement of Investment Policy and Objectives and to identify world-leading impact investment opportunities.
Clare currently holds investments in Colchester’s Green Bonds, Pengana WHEB Sustainable Impact Fund, LGT Capital Partners Crown Impact II, Women’s Livelihood Bonds, Community Housing Funding Agency (CHFA) Social Housing Bonds and others.
Clare also holds direct investments in extraordinary companies based here in Aotearoa New Zealand where positive community and environmental impact can be demonstrated alongside sustainable financial returns.
Fund Managers
Pengana WHEB Sustainable Impact Fund
Pengana Capital Group is a diversified funds management group, with distinct investment strategies that aim to deliver superior long-term risk-adjusted returns to investors.
Amova Asset Management
Amova is committed to creating lasting value through responsible decisions that support clients, partners, and broader community. This shared mission—shaping a brighter future together with stakeholders—is at the heart of the business.
Colchester Global Green Bond Fund
The factors that underpin the Colchester investment process are wide ranging incorporating macro-economic and financial analysis alongside Environmental, Social and Governance factors (ESG).
LGT Capital Partners Crown Impact II
LGT Capital Partners is a leading alternative investment specialist with over USD 85 billion in assets under management and more than 600 institutional clients in 42 countries.
Impact Investment Partners
Direct Investments
Investment Strategy
Clare holds a portfolio comprising of the following:
Asset Allocation Details
| Category | Allocation |
|---|---|
| Defensive Assets | 80% |
| Cash | 15% |
| Finance impact (Global fixed interest) | 65% |
| Growth Assets | 20% |
| Align Impact (Global equities) | 10% |
| Grow Impact (Unlisted equities) | 10% |
Portfolio Distribution