PIE-structured wholesale funds (28% PIR cap)
Wholesale funds structured as Portfolio Investment Entities. PIE taxation caps the income-tax rate at the investor’s Prescribed Investor Rate (PIR), maximum 28%.
PIE income tax is capped at the investor’s PIR (max 28%) rather than the marginal individual rate. Whether the structure benefits a specific investor depends on their individual PIR and marginal tax rate, both of which the investor must determine for themselves or with an authorised tax adviser. Filtered listing only — not financial or tax advice.
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
- 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
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.