Fund Overview
Floating-rate corporate-lending fund from AAM (Aotea Asset Management) — NZ's first domestically owned private-credit manager. Floating-rate margin above the Official Cash Rate (OCR). Wholesale-only, FMCA Clause 3 exemption. Details from manager: will@aotea-am.co.nz. Referenced in WI blog 2024-returns table editorial; fund row added 2026-05-19 as placeholder pending direct manager confirmation of target return / minimum / structure / inception date.
Asset Class
Private Credit
Structure
Open-ended
Open for Subscription
Evergreen FundWholesale OnlyThis is an evergreen fund — open to qualifying wholesale investors year-round. Subscription details, minimum investment, and redemption terms are set out in the fund's Information Memorandum.
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This information is for wholesale investors only and does not constitute financial advice. All investments carry risk. Please seek professional advice before making investment decisions.