Overview
The Awatea Forest Fund is a closed-ended, vintage-structured wholesale fund managed by Roger Dickie (Waverley), focused on production forestry and carbon as its core asset class. The fund targets a substantial area of premium New Zealand forest assets, investing across land, trees, and carbon credits. It is open to wholesale investors only and aims to deliver regular income through annual cash distributions.
Fund Overview
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.
Asset Class
Forestry
Structure
MIS
Regulator Source
Canonical PDS, SIPO and financial statements as filed with the FMA on the NZ Disclose Register.
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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 Awatea Forest Fund?
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.
Who manages Awatea Forest Fund?
Awatea Forest Fund is managed by Roger Dickie (FSPR FSP512246, NZBN 9429038540950) based in Waverley. 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 Awatea Forest Fund?
Awatea Forest Fund is classified as Forestry 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 Awatea Forest Fund evergreen or a closed-end fund?
Awatea Forest 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.
What is the minimum investment in Awatea Forest Fund?
Minimum investments across Awatea Forest Fund's currently listed offers range from NZ$20K. Minimums are set per offer and may change for new vintages — confirm the current minimum in the relevant Information Memorandum before subscribing.
Is Awatea Forest Fund wholesale-only?
Yes — Awatea Forest 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.
When was Awatea Forest Fund launched?
Awatea Forest Fund was launched in 2022. 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 Awatea Forest Fund?
Awatea Forest 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.