Overview
AAM Infrastructure Loan Fund is a closed-ended, vintage-style wholesale fund managed by AAM in Auckland that provides senior secured loans to New Zealand infrastructure-owning businesses, infrastructure services providers, and related entities. The fund targets robust downside protection and aims to deliver stable income. It is available to wholesale and eligible investors only, and is listed on the NZTE Acceptable Managed Funds list under the Active Investor Plus Growth Category.
Fund Overview
Senior secured loan fund (AIP Growth Category) lending to NZ infrastructure-owning businesses, infrastructure services providers, and entities underpinning NZ infrastructure growth. Targets robust downside protection and stable income.
Asset Class
Infrastructure
Between Vintages
This fund isn't currently accepting new investment. Register your interest and we'll let you know when the next vintage opens.
Get Started
Quick Info
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.
Frequently Asked Questions
What is AAM Infrastructure Loan Fund?
Senior secured loan fund (AIP Growth Category) lending to NZ infrastructure-owning businesses, infrastructure services providers, and entities underpinning NZ infrastructure growth. Targets robust downside protection and stable income.
Who manages AAM Infrastructure Loan Fund?
AAM Infrastructure Loan Fund is managed by AAM (FSPR FSP1001167, NZBN 9429049199208) based in Auckland. Manager registration on the Financial Service Providers Register is a legal requirement under the Financial Service Providers (Registration and Dispute Resolution) Act 2008 and does not itself constitute an endorsement.
What asset class is AAM Infrastructure Loan Fund?
AAM Infrastructure Loan Fund is classified as Infrastructure on Wholesale Investor NZ. Asset-class classification reflects the fund's stated investment focus per its Information Memorandum and is provided for navigation purposes only — review the IM for the full strategy and risk profile.
Is AAM Infrastructure Loan Fund evergreen or a closed-end fund?
AAM Infrastructure Loan Fund is a closed-end fund — it raises capital during a defined vintage window and runs to fund maturity. Capital is typically returned via distributions during operation and a final wind-up at fund maturity. Check whether a current vintage is open before applying.
Is AAM Infrastructure Loan Fund wholesale-only?
Yes — AAM Infrastructure Loan Fund is offered on a wholesale-only basis under Schedule 1 of the Financial Markets Conduct Act 2013. Subscription requires self-certification under one of the seven Schedule 1 pathways (typically the NZ$5M net-assets "large person" pathway or an accountant- or lawyer-signed eligible-investor certificate per Clauses 38-40). Wholesale-only funds do not publish a retail Product Disclosure Statement and do not appear on the Disclose Register.
Is AAM Infrastructure Loan Fund eligible for the Active Investor Plus (AIP) visa?
AAM Infrastructure Loan Fund is flagged as AIP-eligible on Wholesale Investor NZ, indicating it appears (or has appeared) on NZTE's Acceptable Managed Funds list for AIP visa applicants. The visa requires NZ$5M (Growth Category, 36-month hold) or NZ$10M (Balanced Category, 60-month hold) in acceptable investments held continuously for the full period. Eligibility determination sits with NZTE + Immigration NZ — verify against the live NZTE list before relying on this classification, and see our AIP eligibility guide for the full statutory framework.
Where can I read the IM or PDS for AAM Infrastructure Loan Fund?
AAM Infrastructure Loan Fund is a wholesale-only fund and the manager does not publish a retail-accessible Information Memorandum on Wholesale Investor NZ. Wholesale-only funds typically share the IM directly with prospective investors after a Schedule 1 self-certification under the Financial Markets Conduct Act 2013. Contact the manager to request the IM and the certification process.