Fund of Funds Investment Opportunities in New Zealand
Explore wholesale fund of funds investment opportunities in New Zealand with competitive returns for eligible investors.
Compare Top Opportunities
Shaw and Partners Active Investor Plus Portfolio
Bespoke fund of funds DIMS
MA NZ Growth Fund
13+ years investment migration leader
ACIF NZ Investment Fund
by ACIF
AU$800M proven track record
Craigs Immigration NZ Investment Service
Portfolio dependent returns
JMI Wealth Active Investor Plus Portfolio
by JMI Wealth
Portfolio dependent returns
Alvarium Active Investor Plus Service
by Alvarium
Tailored to AIP requirements
Forsyth Barr AIP Managed Funds Account
by Forsyth Barr
Portfolio dependent returns
About This Category
Fund of Funds investments in New Zealand offer wholesale investors access to diversified opportunities across multiple strategies and sectors. These investment opportunities are structured for sophisticated investors who meet wholesale investor criteria, with minimum investments typically ranging from $50,000 to $500,000 depending on fund structure and strategy.
Investors in fund of funds benefit from professional fund management, diversification across multiple underlying investments, and access to institutional-quality opportunities typically unavailable to retail investors. Fund structures vary from closed-end funds with fixed terms to open-ended funds offering periodic liquidity windows.
Target returns vary based on strategy and risk profile, with most funds providing detailed disclosure documents outlining investment objectives, risk factors, and fee structures. Wholesale investors should carefully review all offering documents and consider seeking independent financial advice before investing.
Fund Managers in this Category
Explore providers offering funds in this asset class on Wholesale Investor NZ.
ACIF
Wholesale managed investment scheme focused on SMEs with proven AU$800M track record in Australia
Alvarium
Alvarium is a New Zealand-owned financial ideas boutique offering bespoke wealth and asset management services to high-net-worth and ultra-high-net-worth private investors. With over 25 years of collective experience, the firm provides investment services across alternative investments, managed portfolios and real estate opportunities, and also serves large-scale professional investors seeking alternative investments to complement existing portfolios. For migrant investors, Alvarium offers a tailored service for the Active Investor Plus (AIP) visa covering approved asset classes — direct investments and managed funds — on one custodial platform with unified reporting. The vehicle listed on Wholesale Investor is the Alvarium Active Investor Plus Service, a bespoke portfolio service in the fund-of-funds category built around AIP Growth and Balanced strategies. A Service Disclosure Statement for the Alvarium Active DIMS service (June 2024) is publicly available via the documents section of alvarium.co.nz. Alvarium is a registered financial service provider (FSP20861) with NZBN 9429047248113, headquartered at Level 37, PwC Tower, 15 Customs Street West, Auckland; this directory records the firm's history from 1999. Key people recorded in this directory include Malcolm McKinnon (CEO), John Berry (CEO Wealth NZ), Paul Brownsey (Chief Investment Officer), Andrew Williams (Executive Director) and Jeremy Ward (Portfolio Manager). Services referenced on this profile are available to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1); engagement terms, fees and portfolio composition are set out in Alvarium's own service documents.
Craigs Investment Partners
Leading NZ investment firm offering discretionary AIP investment services
Elevation Capital
Partnership with ASX-listed MA Financial Group, market leaders in investment migration funds
Forsyth Barr
New Zealand's largest investment adviser with personalized fund of funds approach
JMI Wealth
Discretionary investment management with bespoke AIP portfolios Note: JMI Wealth rebranded to Shaw and Partners NZ in October 2025. Shaw and Partners (Australian parent) acquired 75% stake in Investment Services Group (ISG), which is Auckland-based with NZD 7+ billion in assets.
Nexus Capital
Nexus Capital manages Nexus Capital Fund 1, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass.
Shaw and Partners
Personalised investment service providing bespoke fund of funds approach for AIP investors
Frequently Asked Questions
What is the minimum investment for fund of funds funds?
Minimum investments for wholesale fund of funds funds typically range from $50,000 to $500,000, depending on the fund structure and strategy. Some institutional funds may require higher minimums of $1 million or more. The minimum depends on whether it's a pooled fund (lower minimums) or a direct investment opportunity (higher minimums).
What returns can I expect?
Returns vary significantly based on the specific investment strategy and market conditions. Target returns typically range from 6-20% per annum depending on risk profile. Lower-risk, income-focused strategies may target 6-10% returns, while growth or opportunistic strategies may target 12-20%+ returns with correspondingly higher risk.
How liquid are these investments?
Most wholesale investment funds have limited liquidity compared to listed securities. Closed-end funds typically lock capital for 2-5 years, while open-ended funds may offer quarterly or annual redemption windows subject to liquidity provisions. Some funds provide secondary market options for selling units to other investors.
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AIP Visa Support
Find AIP-eligible investments for Active Investor Plus visa applications.
For wholesale and eligible investors only. Minimum investment typically $50,000+.