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
ARC Capital
by ARC Capital
Aged care & healthcare specialist
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
JMI Wealth Active Investor Plus Portfolio
by JMI Wealth
Portfolio dependent returns
Kākāpō Responsible Investment Fund
by Bancorp
10-15% p.a. with impact focus
Greenmount Co-Investment Fund No.1 LP
12-18% p.a. from co-investment
Alvarium Active Investor Plus Service
by Alvarium
Tailored to AIP requirements
Craigs Immigration NZ Investment Service
Portfolio dependent returns
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.
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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For wholesale and eligible investors only. Minimum investment typically $50,000+.