Overview
BeGroup Investments II LP is a closed-ended venture capital fund managed by BeGroup, providing exposure to New Zealand's retirement village and assisted living sectors. The fund targets the aged care market at a time when domestic demand, driven by an aging population, is projected to continue growing for decades. It is available to wholesale investors only and is listed on the NZTE Acceptable Managed Funds list under the Active Investor Plus Growth Category.
Fund Overview
Operator of retirement village and assisted living services. Provides exposure to NZ's growing retirement village + aged care sectors (demand projected to peak ~2048 driven by aging population). AIP Growth Category (NZTE 2025-11-10).
Asset Class
Property
Between Vintages
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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 BeGroup Investments II LP?
Operator of retirement village and assisted living services. Provides exposure to NZ's growing retirement village + aged care sectors (demand projected to peak ~2048 driven by aging population). AIP Growth Category (NZTE 2025-11-10).
Who manages BeGroup Investments II LP?
BeGroup Investments II LP is managed by BeGroup (NZBN 9429049376135). 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 BeGroup Investments II LP?
BeGroup Investments II LP is classified as Property 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 BeGroup Investments II LP evergreen or a closed-end fund?
BeGroup Investments II LP 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 BeGroup Investments II LP wholesale-only?
Yes — BeGroup Investments II LP 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 BeGroup Investments II LP eligible for the Active Investor Plus (AIP) visa?
BeGroup Investments II LP 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 BeGroup Investments II LP?
BeGroup Investments II LP 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.