Wholesale funds paying monthly distributions
Funds whose IM/PDS specifies monthly income distributions. Distribution is subject to fund performance and cash availability — not guaranteed.
13 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.
- monthly
PCG Diversified New Zealand Private Debt Fund
PCG · Private Credit
Open-ended PIE with senior secured loans and weekly liquidity
- monthly
PG High Conviction Fund
PG Investments · Private Equity
Concentrated equity portfolio focused on high conviction investment opportunities with active stock selection.
- monthly
PG Income Opportunities Fund
PG Investments · Private Credit
Higher income focus fund targeting regular distributions through income-generating investments.
- monthly
PG New Zealand Bond Fund
PG Investments · Bonds & Fixed Income
Core New Zealand fixed income fund investing in NZ government and corporate bonds.
- monthly
PG Strategic Growth Fund
PG Investments · Private Equity
International exposure fund focused on strategic growth opportunities across global markets.
- 6-monthly
Devon Alpha Fund (Wholesale)
Devon Funds Management · Listed Equities
Active long/short Australasian equities fund seeking absolute returns. Wholesale version for investors with $10M+.
- 6-monthly
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+.
- 6-monthly
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+.
- 6-monthly
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+.
- monthly
PG Growth Fund
PG Investments · Multi-Asset & Diversified
Multi-asset fund with growth-oriented allocation focused on capital appreciation.
- monthly
PG International Bond Fund
PG Investments · Bonds & Fixed Income
Core international fixed income fund investing in global government and corporate bonds.
- monthly
PG International Equity Fund
PG Investments · Listed Equities
Core international equity fund providing diversified global equity exposure.
- monthly
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.
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.