Funds listed on the NZ Disclose Register
Retail-eligible NZ funds with a canonical Disclose Register / Sorted SmartInvestor entry. Primary regulator source for PDS + SIPO + financial statements.
5 funds match. Filter derived from Sonnet-extracted facts in each fund's manager-published IM, PDS or SIPO. Verify each fund's current source document before relying on these values.
- Disclose Register / Sorted
Awatea Forest Fund
Roger Dickie · Forestry
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.
- Disclose Register / Sorted
Blairlogie Pine Investment Limited Partnership
Forest Enterprises · Forestry
888 hectares young second rotation Radiata pine forest in Wairarapa. Primary focus on carbon sequestration with 80%+ land in ETS. Captures 48 tonnes CO2e annually per 200-share investment.
- Disclose Register / Sorted
Booster Innovation Fund
Booster · Venture Capital
Early-stage NZ innovation and tech startups based on intellectual property with global potential. Focus: biotech, chemistry, physics, materials science, data analytics. Listed PIE on NZX (BIF).
- Disclose Register / Sorted
Norfolk Mortgage Trust Fund
Norfolk Mortgage Trust · Private Credit
Property-backed investment fund with $120 million in total security and $52 million investment pool. Minimum investment of $5,000 with no entry or exit fees. Loans secured against New Zealand property across all regions.
- Disclose Register / Sorted
Obsidian Contributory Mortgage Scheme
Obsidian Group · Private Credit
Choose-your-own contributory mortgage scheme. Investors select specific mortgages for their portfolio from manager-selected loans in Otago, Southland, Canterbury regions. Max 66% LVR first, 80% LVR total.
Other facts-based views
- Wholesale funds with monthly redemption
- Wholesale funds with quarterly redemption
- Wholesale funds with annual redemption
- Closed-end funds with capital returned at exit
- Wholesale funds with minimum under $25,000
- Wholesale funds with minimum under $50,000
- Wholesale funds with minimum under $100,000
- Institutional-tier funds (minimum $250,000+)
Information only — not financial advice (FMCA s23 / Schedule 1)
Filtered directory listing. Wholesale Investor NZ does not vet, verify, endorse, recommend or rank any fund for any individual's circumstances. Filter values are derived from facts extracted by Claude Sonnet from each fund's manager-published IM/PDS/SIPO — verify against the current source document before relying on any value. Past performance does not guarantee future results. Wholesale-class funds are for Schedule 1 FMCA 2013 eligible investors only. Seek advice from an authorised financial adviser before making any investment decision.