Funds with a regulator-source link (Disclose Register / Sorted)
NZ funds with a canonical Disclose Register / Sorted SmartInvestor entry recorded in the directory.
Each fund here has a direct link to its scheme entry on the NZ Disclose Register (via Sorted SmartInvestor). The link enables independent verification of the manager’s filed PDS terms against any marketing material. Filtered listing only — the presence of a regulator-source link is a transparency signal, not a quality or safety endorsement.
Matched funds (5)
Awatea Forest Fund
Roger Dickie · Forestry
Production forestry and carbon fund targeting 5,000 hectares of premium NZ forest assets. Investment in land, trees, and carbon credits with annual cash distributions commenced.
Blairlogie Pine Investment Limited Partnership
Forest Enterprises · Forestry
888 hectares young second rotation Radiata pine forest in Wairarapa. Primary focus on carbon sequestration with 80%+ land in ETS. Captures 48 tonnes CO2e annually per 200-share investment.
Booster Innovation Fund
Booster · Venture Capital
Early-stage NZ innovation and tech startups based on intellectual property with global potential. Focus: biotech, chemistry, physics, materials science, data analytics. Listed PIE on NZX (BIF).
Norfolk Mortgage Trust Fund
Norfolk Mortgage Trust · Private Credit
Property-backed investment fund with $120 million in total security and $52 million investment pool. Minimum investment of $5,000 with no entry or exit fees. Loans secured against New Zealand property across all regions.
Obsidian Contributory Mortgage Scheme
Obsidian Group · Private Credit
Choose-your-own contributory mortgage scheme. Investors select specific mortgages for their portfolio from manager-selected loans in Otago, Southland, Canterbury regions. Max 66% LVR first, 80% LVR total.
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
- Evergreen wholesale credit funds (always-open subscription)
- 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.