Quarterly Income Investment Opportunities in New Zealand
Regular quarterly distributions from established funds
Compare Top Opportunities
Active Long Term Growth Fund
by ForthCo
Mid-market PE with quarterly liquidity
Williams Corporation Completed Homes LP
10% p.a. secured by completed homes
Williams Corporation First Mortgage Investments
10% p.a. first mortgage returns
Williams Corporation Capital
10% p.a. returns secured by property
MyFarm Solar Fund Limited Partnership
Solar infrastructure with 10-12% returns
Squirrel Specialised Income Fund
by Squirrel
Over 9% p.a. returns from diversified property lending
Peninsula Credit Fund II LP
9-12% p.a. quarterly distributions
Finbase PIE Fund
by Finbase
9% p.a. with first mortgage security
ACIF NZ Investment Fund
by ACIF
AU$800M proven track record
Newland Credit Fund
by Newland
Working capital & growth loans
MA NZ Growth Fund
13+ years investment migration leader
Pioneer Capital Private Debt 2
8-12% p.a. from proven debt strategy
Greener Pastures Diversified Fund
8-12% p.a. tailored for AIP visa
Castlerock Partners Fund
8% distributions + capital growth
Fidelity Capital Sustainable Energy Fund
BBB equivalent credit supporting clean energy
Jasper Industrial Income Plus Fund 1.0
by Jasper
Industrial properties with passive income
Obsidian Contributory Mortgage Scheme
Choose your own mortgages - 7.71% current returns
Squirrel Wholesale Home Loan Fund
by Squirrel
Bank rates + 1.75% p.a. from residential mortgages
Squirrel Wholesale Construction Loan Fund
by Squirrel
Bank rates + 2.25% p.a. from construction lending
FMT Wholesale Fund
30 years, no capital losses, bonus returns
Blossum Wholesale Fund
by Blossum
Midlands Income Wholesale Fund
About This Category
Access wholesale investments offering quarterly income distributions in New Zealand. Quarterly distributions are common among established property funds, private equity, and diversified investment opportunities. This distribution frequency balances regular income with operational efficiency, providing four annual cash flow events. Ideal for investors seeking regular income without monthly management requirements.
Frequently Asked Questions
Why do many funds distribute quarterly?
Quarterly distributions balance investor income needs with fund operational efficiency. It allows fund managers to assess performance, manage cash flows, and calculate accurate distributions without excessive administrative burden.
When are quarterly distributions typically paid?
Most funds align with calendar quarters (March, June, September, December) or fiscal quarters. Payment typically occurs 2-4 weeks after quarter end, allowing time for calculation and administrative processing.
Can quarterly distributions vary?
Yes, distributions may fluctuate based on fund performance, income received, and capital allocation decisions. Target distributions provide guidance but aren't guaranteed. Review fund updates and financial reports for distribution trends.
Important Information
This website is an information directory only and does not constitute financial advice. The information provided is general in nature and does not take into account your individual financial situation, objectives, or needs. Past performance is not indicative of future results.
Investment in wholesale products involves risk, including possible loss of principal. Wholesale investors do not have the same protections as retail investors under the Financial Markets Conduct Act 2013.
Before making any investment decision, you should seek independent financial, legal, and tax advice from appropriately qualified professionals. Wholesale Investor does not recommend or endorse any particular investment or fund manager.