Overview
Alvarium Active Investor Plus Service is a discretionary investment management service offered by Alvarium, based in Auckland, New Zealand, structured around bespoke fund-of-funds strategies targeting growth or balanced outcomes. The service operates on a closed-ended, vintage basis and is available to wholesale investors only, with eligibility under the Active Investor Plus (growth) category. Alvarium applies multi-decade investment experience to construct tailored portfolios across underlying funds suited to each client's strategy.
Fund Overview
Bespoke AIP Growth/Balanced strategies with 25+ years experience
Asset Class
Fund of Funds
Structure
Bespoke Portfolio
Fund Documents
Documents are published by the issuer. Review the current version in full and seek independent advice before investing.
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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 Alvarium Active Investor Plus Service?
Bespoke AIP Growth/Balanced strategies with 25+ years experience
Who manages Alvarium Active Investor Plus Service?
Alvarium Active Investor Plus Service is managed by Alvarium (FSPR FSP20861, NZBN 9429047248113) based in Auckland, New Zealand. 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 Alvarium Active Investor Plus Service?
Alvarium Active Investor Plus Service is classified as Fund of Funds 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 Alvarium Active Investor Plus Service evergreen or a closed-end fund?
Alvarium Active Investor Plus Service 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.
What is the minimum investment in Alvarium Active Investor Plus Service?
Minimum investments across Alvarium Active Investor Plus Service's currently listed offers range from NZ$3.0M. Minimums are set per offer and may change for new vintages — confirm the current minimum in the relevant Information Memorandum before subscribing.
Is Alvarium Active Investor Plus Service wholesale-only?
Yes — Alvarium Active Investor Plus Service 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.
When was Alvarium Active Investor Plus Service launched?
Alvarium Active Investor Plus Service was launched in 2017. Operational tenure is one input to evaluating manager track record but does not itself indicate likely future performance — past performance is not a reliable indicator of future returns per FMA fair-dealing guidance. Request audited financial statements covering the full operating period before subscribing.
Where can I read the IM or PDS for Alvarium Active Investor Plus Service?
Alvarium Active Investor Plus Service has a public Product Disclosure Statement (PDS) linked from its Wholesale Investor NZ profile page. Documents are sourced from the manager's own published disclosures. Some wholesale funds gate full disclosure behind a wholesale-investor self-certification — review the document index on the fund page and contact the manager if a specific document is not surfaced.