NZ wholesale Managed Investment Schemes (MIS)
Funds structured as Managed Investment Schemes under FMCA — licensed MIS manager, supervisor, scheme-level governance.
4 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.
- Open-ended unlisted unit trust registered as a managed investment scheme (MIS) under the FMCA 2013; structured as a mult
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).
- Managed investment scheme (MIS) registered under the Financial Markets Conduct Act 2013, structured as a unit trust, and
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.
- Managed investment scheme constituted as a unit trust; multi-rate PIE for tax purposes; FMCA-registered MIS (Scheme Numb
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).
- Open-ended unlisted unit trust, registered managed investment scheme (MIS), PIE tax status
Oyster Large Format Retail Fund
Oyster Property Group · Property
Oyster Large Format Retail Fund is a New Zealand retail-offer property investment vehicle managed by Oyster Property Group. Structure: Open-ended unlisted unit trust, registered managed investment scheme (MIS), PIE tax status. The manager states a target/forecast of: Manager states forecast pre-tax cash return of 5.00% per annum (annualised) for periods ending 31 March 2022 and 31 March 2023; stated as no (target only — not a forecast or guarantee; capital is at risk).
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.