Evergreen wholesale credit funds (always-open subscription)
Open-ended wholesale credit funds with no vintage waiting — subscription accepted any month, redemption on the fund’s rolling cycle.
Evergreen funds differ from closed-end Limited Partnership vintages in that subscription is accepted on a rolling basis and redemption is on the fund’s defined cadence (typically monthly or quarterly with notice). Most NZ private credit funds in the directory (Pallas, FMT, Hunter, Midlands, Squirrel) are evergreen. Filtered listing only — the redemption mechanism and notice period are not a substitute for liquidity; review each fund’s PDS for gate provisions and suspension rights.
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)
- AIP Balanced Category candidates — bonds, listed equities and multi-asset
- 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.