AIP Balanced Category candidates — bonds, listed equities and multi-asset
Funds whose asset_class references equities, bonds or multi-asset and that are also AIP-eligible. Filter intent: surface candidates for the Balanced Category portfolio.
The AIP Balanced Category permits $10M deployed over 5 years across NZX-listed equities, NZ bonds, donations to NZ charities, residential/commercial property development, plus any Growth Category investments. This page filters funds whose IM-stated asset class matches the Balanced universe. Filtered listing only — NZTE pre-approval for the Balanced Category is per-fund and should be verified directly on the NZTE Acceptable Managed Funds list.
Matched funds (0)
No funds currently match all the criteria for this persona. As more IM/PDS documents are ingested, the matched set grows.
Other persona views
- 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)
- 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
Information only — not financial advice (FMCA s23 / Schedule 1)
This page is a filtered directory listing for wholesale/eligible investors as defined by Schedule 1 of the Financial Markets Conduct Act 2013. Match criteria are derived from facts extracted by Claude Sonnet from each fund's manager-published IM, PDS or SIPO — verify against the current source document before relying on any value. Wholesale Investor NZ is a directory service: we do not vet, verify, endorse, recommend or rank any fund or manager for any individual's circumstances. Past performance is not a guarantee of future results. Seek independent professional advice from an authorised financial adviser before making any investment decision.