Funds with a hurdle rate
Performance-fee funds with a hurdle rate (performance fee only kicks in above a benchmark return). Investor-friendly fee alignment.
2 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.
- 12
Devon Alpha Fund (Wholesale)
Devon Funds Management · Listed Equities
Active long/short Australasian equities fund seeking absolute returns. Wholesale version for investors with $10M+.
- 10
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).
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.