Wholesale funds with minimum under $25,000
Lowest-minimum wholesale-class funds in the directory. Filter is applied to the IM/PDS-stated minimum; verify current threshold with the manager.
36 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.
- 10000
Centuria Healthcare Property Fund
Centuria · Property
Centuria Healthcare Property Fund is a New Zealand retail-offer property investment vehicle managed by Centuria. Structure: Limited liability company incorporated in New Zealand, registered as a portfolio investment entity (PIE) for NZ tax purposes. Not a Managed . The manager states a target/forecast of: Manager states forecast pre-tax cash distribution of 6.41% per annum on the amount invested (equivalent to 5.00 cents per Share per annum) f (target only — not a forecast or guarantee; capital is at risk).
- 1000
PG High Conviction Fund
PG Investments · Private Equity
Concentrated equity portfolio focused on high conviction investment opportunities with active stock selection.
- 1000
PG Balanced Fund
PG Investments · Multi-Asset & Diversified
Multi-asset fund with balanced allocation between growth and income assets.
- 1000
PG Conservative Fund
PG Investments · Multi-Asset & Diversified
Multi-asset fund with a conservative allocation targeting capital preservation with modest growth.
- 1000
PG Global Alternatives Fund
PG Investments · Multi-Asset & Diversified
Absolute return strategy fund providing diversified exposure to alternative investment strategies.
- 1000
PG Income Opportunities Fund
PG Investments · Private Credit
Higher income focus fund targeting regular distributions through income-generating investments.
- 1000
PG New Zealand Bond Fund
PG Investments · Bonds & Fixed Income
Core New Zealand fixed income fund investing in NZ government and corporate bonds.
- 1000
PG Strategic Growth Fund
PG Investments · Private Equity
International exposure fund focused on strategic growth opportunities across global markets.
- 10000
Devon Alpha Fund (Wholesale)
Devon Funds Management · Listed Equities
Active long/short Australasian equities fund seeking absolute returns. Wholesale version for investors with $10M+.
- 10000
Artesian Green & Sustainable Bond Fund (Wholesale)
Devon Funds Management · Bonds & Fixed Income
NZD-denominated green and sustainable bond fund. Wholesale version for investors with $10M+.
- 10000
Devon Australian Fund (Wholesale)
Devon Funds Management · Listed Equities
Concentrated portfolio of quality Australian equities with strong cash flows and growth prospects. Wholesale version for investors with $10M+.
- 10000
Devon Diversified Income Fund (Wholesale)
Devon Funds Management · Multi-Asset & Diversified
Multi-asset income fund across equities, credit, and other income-generating securities. Wholesale version for investors with $10M+.
- 10000
Devon Dividend Yield Fund (Wholesale)
Devon Funds Management · Listed Equities
Income-focused fund targeting quality dividend-paying Australasian companies. Wholesale version for investors with $10M+.
- 25000
Centuria NZ Large Format Retail Fund No. 1
Centuria · Property
Centuria NZ Large Format Retail Fund No. 1 is a New Zealand retail-offer property investment vehicle managed by Centuria. Structure: Unit trust (managed investment scheme) registered under FMCA, structured as a multi-rate PIE; 'other managed investment scheme' classificati. The manager states a target/forecast of: Manager states forecast pre-tax cash distribution of 6.75% p.a. on original investment for periods ending 31 March 2027 and 31 March 2028; d (target only — not a forecast or guarantee; capital is at risk).
- 10000
Devon Global Impact Bond Fund (Wholesale)
Devon Funds Management · Bonds & Fixed Income
Fixed income fund investing in bonds with positive environmental and social impact. Wholesale version for investors with $10M+.
- 10000
Devon Global Sustainability Fund (Wholesale)
Devon Funds Management · Listed Equities
Global equities fund with ESG focus. Devon is a RIAA Responsible Investment Leader. Wholesale version for investors with $10M+.
- 10000
Devon Sustainability Fund (Wholesale)
Devon Funds Management · Listed Equities
ESG-focused Australasian equities fund. Devon is a RIAA Responsible Investment Leader. Wholesale version for investors with $10M+.
- 10000
Devon Trans-Tasman Fund (Wholesale)
Devon Funds Management · Listed Equities
Award-winning fund investing across NZ and Australian equities. Fund Manager of the Year: Domestic Equities 2024. Wholesale version for investors with $10M+.
- 1000
PG Australian Equity Fund
PG Investments · Listed Equities
Core Australian equity fund providing exposure to ASX-listed companies.
- 1000
PG New Zealand Equity Fund
PG Investments · Listed Equities
Core New Zealand equity fund providing exposure to NZX-listed companies.
- 500
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).
- 25000
Centuria Shands Road Property Trust
Centuria · Property
Centuria Shands Road Property Trust is a New Zealand retail-offer property investment vehicle managed by Centuria. Structure: Unit trust structured as a managed investment scheme ('other managed investment scheme') under the FMCA, registered as a multi-rate PIE.. The manager states a target/forecast of: Manager states target of 7.35% p.a. pre-tax cash distribution on original investment for each of the three forecast periods ending 31 March (target only — not a forecast or guarantee; capital is at risk).
- 1000
PG Growth Fund
PG Investments · Multi-Asset & Diversified
Multi-asset fund with growth-oriented allocation focused on capital appreciation.
- 1000
PG International Bond Fund
PG Investments · Bonds & Fixed Income
Core international fixed income fund investing in global government and corporate bonds.
- 1000
PG International Equity Fund
PG Investments · Listed Equities
Core international equity fund providing diversified global equity exposure.
- 10000
Centuria Industrial Fund
Centuria · Property
Centuria Industrial Fund is a New Zealand retail-offer property investment vehicle managed by Centuria. Structure: Unlisted limited liability company incorporated in New Zealand; registered as a multi-rate Portfolio Investment Entity (PIE) for NZ tax purp. The manager states a target/forecast of: Manager states forecast pre-tax cash distribution of 5.00% per annum (equivalent to 6.65 cents per Share per annum) for the period from allo (target only — not a forecast or guarantee; capital is at risk).
- 13538
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.
- 10000
Centuria NZ Property Fund
Centuria · Property
Centuria NZ Property Fund is a New Zealand retail-offer property investment vehicle managed by Centuria. Structure: Open-ended unlisted unit trust registered as a managed investment scheme (MIS) under the FMCA 2013; structured as a multi-rate Portfolio Inv. The manager states a target/forecast of: Manager states forecast pre-tax cash distribution of 5.09% per annum (equivalent to 5.45 cents per Unit) for both the period 24 December 202 (target only — not a forecast or guarantee; capital is at risk).
- 9500
PMG Direct Office Fund
PMG Funds · Property
PMG Direct Office Fund is a New Zealand retail-offer property investment vehicle managed by PMG Funds. Structure: Registered managed investment scheme constituted as a unit trust, licensed under the FMCA (excluding managed funds), structured as a multi-r. The manager states a target/forecast of: Manager states target gross cash distribution return of 6.16% per annum (1 December 2023 to 31 March 2025), based on 5.85 cents per unit per (target only — not a forecast or guarantee; capital is at risk).
- 10000
Oyster Direct Property Fund
Oyster Property Group · Property
Oyster Direct Property Fund is a New Zealand retail-offer property investment vehicle managed by Oyster Property Group. Structure: Managed investment scheme (MIS) registered under the Financial Markets Conduct Act 2013, structured as a unit trust, and a Portfolio Investm. The manager states a target/forecast of: No specific numeric target return stated. Manager states investment objectives are to provide stable monthly income, grow portfolio and incr (target only — not a forecast or guarantee; capital is at risk). Fund closed to applications since 27 Feb 2024; withdrawals suspended.
- 25000
Centuria Agricultural Property Fund
Centuria · Property
Centuria Agricultural Property Fund is a New Zealand retail-offer property investment vehicle managed by Centuria. Structure: Unlisted, open-ended limited liability company incorporated in New Zealand; registered as a Portfolio Investment Entity (PIE) for NZ tax pur. The manager states a target/forecast of: Manager states forecast (not guaranteed) after-tax cash distributions of 6.50% p.a. (FY24), 6.75% p.a. (FY25), 7.00% p.a. (FY26) on original (target only — not a forecast or guarantee; capital is at risk).
- 10000
Provincia Property Fund
Provincia · Property
Provincia Property Fund is a New Zealand wholesale property investment vehicle managed by Provincia. Structure: Unlisted limited liability company, registered as a Portfolio Investment Entity (PIE) since 1 October 2018. Not a FMC reporting entity.. The manager states a target/forecast of: Manager states forecast Total Return of 15.2% for FY ending 31 March 2023, comprising forecast fair value gain of 11.6% and forecast pre-tax (target only — not a forecast or guarantee; capital is at risk). Investment Statement Dec 2022 + FY2024 annual report.
- 1140
PMG Generation Fund
PMG Funds · Property
PMG Generation Fund is a New Zealand retail-offer property investment vehicle managed by PMG Funds. Structure: Managed investment scheme constituted as a unit trust; multi-rate PIE for tax purposes; FMCA-registered MIS (Scheme Number SCH12827). The manager states a target/forecast of: Manager states target gross cash distribution of 6.00 cents per unit per annum (1 April 2022 to 31 March 2023), equating to a projected gros (target only — not a forecast or guarantee; capital is at risk).
- 21000
PMG Direct Childcare Fund
PMG Funds · Property
PMG Direct Childcare Fund is a New Zealand retail-offer property investment vehicle managed by PMG Funds. Structure: Registered managed investment scheme constituted as a unit trust; multi-rate Portfolio Investment Entity (PIE) for tax purposes; FMCA-licens. The manager states a target/forecast of: Manager states target of sustainable gross distribution levels of 6.50 cents per Unit or more each year; prospective gross cash distribution (target only — not a forecast or guarantee; capital is at risk).
- 5000
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.
- 1000
PG Property and Infrastructure Fund
PG Investments · Property
Core fund investing in listed property and infrastructure assets globally.
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 $50,000
- Wholesale funds with minimum under $100,000
- Institutional-tier funds (minimum $250,000+)
- First-mortgage funds with LVR cap at or below 65%
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.