NZ Wholesale Investment Funds
The full directory of wholesale-class funds available to New Zealand wholesale and eligible investors under Schedule 1 of the FMCA 2013. 52 are evergreen (always open) and 65 are AIP visa eligible.
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Every list below is built from facts extracted from each fund’s own Information Memorandum, Product Disclosure Statement or SIPO. Structural facts only — verify against the source document before relying on any of it.
Asset class
Availability & eligibility
- Evergreen (always open) (52)
- AIP visa eligible (65)
- AIP funds by strategy
- Open capital raises
- All fund managers (83)
By investor profile
- AIP Growth funds with quarterly distributions under $100K minimum
- AIP Growth funds in forestry and renewable energy
- Wholesale first-mortgage funds with monthly distributions
- PIE-structured wholesale funds (28% PIR cap)
- AIP Balanced Category candidates — bonds, listed equities and multi-asset
- Evergreen wholesale credit funds (always-open subscription)
- Funds with a regulator-source link (Disclose Register / Sorted)
- AIP Growth funds with IM-stated target return of 12% p.a. or higher
By document-stated terms
- Wholesale funds with monthly redemption
- Wholesale funds with quarterly redemption
- Wholesale funds with annual redemption
- Closed-end funds with capital returned at exit
- Wholesale funds with minimum under $25,000
- Wholesale funds with minimum under $50,000
- Wholesale funds with minimum under $100,000
- Institutional-tier funds (minimum $250,000+)
- First-mortgage funds with LVR cap at or below 65%
- First-mortgage funds with LVR under 75%
- Funds backed by first-mortgage security
- PIE-structured wholesale funds (28% PIR cap)
- AIP Growth Category — NZTE pre-approved funds
- Wholesale funds paying monthly distributions
- Wholesale funds paying quarterly distributions
- Wholesale funds paying annual distributions
- Wholesale unit trust funds
- Wholesale Limited Partnership funds
- NZ wholesale Managed Investment Schemes (MIS)
- Funds with management fee under 1%
- Funds with no performance fee
- Funds with a hurdle rate
- Funds targeting 7-10% p.a. returns
- Funds targeting 10%+ p.a. returns
- NZ wholesale private credit funds
- NZ wholesale venture capital funds
- NZ wholesale forestry investment funds
- Funds listed on the NZ Disclose Register
All funds (140)
Private Credit (28)
Asset class guideAAM Corporate Loan Fund III
AAM
Blossum AIP Fund
Blossum
Blossum Wholesale Fund
Blossum
Capital Connect
Capital Connect
Finbase Mortgage Program
Finbase
FMT Wholesale Fund
First Mortgage Trust
Goldenstone Partners Capital
Goldenstone Partners
Hunter Diversified Private Credit Fund
Hunter Capital
Midlands Income Wholesale Fund
Midlands Funds Management
NetCredit Unit Trust
NetFunds
Newland Credit Fund
Newland
Norfolk Mortgage Trust Fund
Norfolk Mortgage Trust
NZ Property Credit Fund LP
Torrent Securities Limited
Obsidian Contributory Mortgage Scheme
Obsidian Group
Pallas High Yield Mortgage Fund
Pallas Capital
Pallas PFTNZ Feeder Fund
Pallas Capital
Pallas Senior Mortgage Fund
Pallas Capital
PCG Diversified New Zealand Private Debt Fund
PCG
PCG New Zealand Economic Resilience Fund
PCG
Peninsula Credit Fund II LP
Peninsula Capital
PG Income Opportunities Fund
PG Investments
Pioneer Capital Private Debt 2
Pioneer Capital
RAM New Zealand Credit Fund
Real Asset Management (NZ) Limited
Squirrel Specialised Income Fund
Squirrel
Squirrel Wholesale Construction Loan Fund
Squirrel
Squirrel Wholesale Home Loan Fund
Squirrel
Williams Corporation Lending Program
Williams Corporation
Yes Capital
Yes Capital
Private Equity (11)
Asset class guideActive Long Term Growth Fund
ForthCo
Castlerock Partners Fund
Castlerock Partners
DE Capital Fund
DE Capital
Greenmount Co-Investment Fund No.1 LP
Greenmount Capital
Henton Fund 2
Henton Capital
Kākāpō Responsible Investment Fund
Bancorp
NetEquity Opportunities Fund LP
NetFunds
PG High Conviction Fund
PG Investments
PG Strategic Growth Fund
PG Investments
Pioneer Capital Diversified Fund
Pioneer Capital
Pioneer Capital Private Equity V
Pioneer Capital
Venture Capital (29)
Asset class guideAltered Capital Venture Fund II
Altered Capital
Booster Innovation Fund
Booster
Boston ME Economic Growth Fund
Boston ME
Brand Fund 2
Previously Unavailable
Bridgewest Venture Fund 1 LP
Bridgewest Group
Climate Venture Capital Fund 2
2040 Ventures
Cultivate Ventures Limited Partnership
Cultivate Ventures
Ecliptic Venture Capital LP
Ecliptic Venture Capital
GD1 Fund 3 LP
GD1
GD1 Fund 4 LP
GD1
GD1 Select Fund
GD1
Greenmount Capital New Economy Fund LP
Greenmount Capital
Icehouse Ventures Growth Fund III
Icehouse Ventures
Icehouse Ventures Seed Fund IV LP
Icehouse Ventures
IV Sustainable Technology Fund
Icehouse Ventures
Matū Karihi Fund
Matū Karihi
Maūi Toa Fund 1
Maūi Toa
Motion Capital
Motion Capital
Motion Capital Fund II LP
Motion Capital
Movac Growth 7
Movac
New Zealand Fintech Fund
Point16
Nuance Connected Capital
Nuance Connected Capital
NZVC Fund 2
NZVC
Outset Momentum Fund I
Outset
Pacific Channel Fund III
Pacific Channel
Punakaiki Fund
2040 Ventures
Quidnet Ventures Fund II
Quidnet Ventures
Ryft Fund Zero
Ryft
WNT Ventures Fund 4
WNT Ventures
Property (21)
Asset class guideARC Capital
ARC Capital
BeGroup Investments II LP
BeGroup
Centuria Agricultural Property Fund
Centuria
Centuria Healthcare Property Fund
Centuria
Centuria Industrial Fund
Centuria
Centuria NZ Large Format Retail Fund No. 1
Centuria
Centuria NZ Property Fund
Centuria
Centuria Shands Road Property Trust
Centuria
Centuria Value-Add Fund No. 2
Centuria
Industrial Income Plus Fund
Jasper
NZ Daycare Properties Fund LP
Erskine Owen
Oyster Direct Property Fund
Oyster Property Group
Oyster Industrial Ltd
Oyster Property Group
Oyster Large Format Retail Fund
Oyster Property Group
PG Property and Infrastructure Fund
PG Investments
PMG Direct Childcare Fund
PMG Funds
PMG Direct Office Fund
PMG Funds
PMG Generation Fund
PMG Funds
PMG Pacific Property Fund
PMG Funds
Provincia Property Fund
Provincia
Southern Alps Retirement Living Sunrise Fund
Southern Alps
Property Development (1)
Asset class guideInfrastructure (9)
Asset class guideAAM Infrastructure Loan Fund
AAM
AANZ
Aviation Aerospace New Zealand
Amber & Partners Infrastructure NZ Fund (AIP APINZ LP)
Amber & Partners
Blue Ocean Capital Group Plus Limited Partnership
Blue Ocean Capital
Fidelity Capital Sustainable Energy Fund
Fidelity Capital Partners
Goldsmith Tourism NZ Limited Partnership
Goldsmith
MyFarm Solar Fund
MyFarm Investments
Pacific Channel Fund V
Pacific Channel
Rānui Sunshine Fund
Rānui
Agriculture (6)
Asset class guideDairy Enhancement Fund
Roger Dickie
Greener Pastures Diversified Fund
Greener Pastures New Zealand
Greener Pastures Kiwifruit Fund
Greener Pastures New Zealand
MyFarm KiwiFruit Fund
MyFarm Investments
Perennial Roots
Perennial
Seedling Next Gen Agri Limited Partnership
Seedling
Forestry (4)
Asset class guideFund of Funds (8)
Asset class guideACIF NZ Investment Fund
ACIF
Alvarium Active Investor Plus Service
Alvarium
Craigs Immigration NZ Investment Service
Craigs Investment Partners
Forsyth Barr AIP Managed Funds Account
Forsyth Barr
JMI Wealth Active Investor Plus Portfolio
JMI Wealth
MA NZ Growth Fund
Elevation Capital
Nexus Capital Fund 1
Nexus Capital
Shaw and Partners Active Investor Plus Portfolio
Shaw and Partners
Listed Equities (9)
Asset class guideDevon Alpha Fund (Wholesale)
Devon Funds Management
Devon Australian Fund (Wholesale)
Devon Funds Management
Devon Dividend Yield Fund (Wholesale)
Devon Funds Management
Devon Global Sustainability Fund (Wholesale)
Devon Funds Management
Devon Sustainability Fund (Wholesale)
Devon Funds Management
Devon Trans-Tasman Fund (Wholesale)
Devon Funds Management
PG Australian Equity Fund
PG Investments
PG International Equity Fund
PG Investments
PG New Zealand Equity Fund
PG Investments
Multi-Asset & Diversified (7)
Asset class guideDevon Diversified Income Fund (Wholesale)
Devon Funds Management
PG Balanced Fund
PG Investments
PG Conservative Fund
PG Investments
PG Global Alternatives Fund
PG Investments
PG Growth Fund
PG Investments
PG Philanthropy Fund
PG Investments
Purpose Capital
Purpose Capital
Bonds & Fixed Income (5)
Asset class guideArtesian Green & Sustainable Bond Fund (Wholesale)
Devon Funds Management
Devon Global Impact Bond Fund (Wholesale)
Devon Funds Management
PG International Bond Fund
PG Investments
PG New Zealand Bond Fund
PG Investments
RAM New Zealand Bond Fund
Real Asset Management (NZ) Limited
Information only — not financial advice
Wholesale Investor NZ is a directory service. It does not vet, verify, endorse or recommend any provider, fund or offer, and is not affiliated with the managers listed unless stated. Listings are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013; wholesale investors have fewer protections than retail investors. Past performance is not indicative of future results and capital is at risk. Read each offer document in full and seek independent professional advice before investing. See our methodology and sources.