Wholesale funds paying quarterly distributions
Funds whose IM/PDS specifies quarterly income distributions.
8 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.
- quarterly
Midlands Income Wholesale Fund
Midlands Funds Management · Private Credit
Wholesale fund investing in the underlying Midlands Smarter PIE Fund. Provides exposure to residential, commercial and rural property mortgages throughout New Zealand. Offers lower fees than retail through quarterly fee rebates, with $100,000 minimum investment and 30-60 day redemption notice. Returns announced quarterly and may be distributed or reinvested.
- quarterly
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+.
- quarterly
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+.
- quarterly
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+.
- quarterly
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+.
- quarterly
MyFarm KiwiFruit Fund
MyFarm Investments · Agriculture
Diversified portfolio of established SunGold kiwifruit orchards and Zespri shares
- quarterly
MyFarm Solar Fund
MyFarm Investments · Infrastructure
Portfolio of solar farms across NZ with long-term Power Purchase Agreements
- quarterly
Hunter Diversified Private Credit Fund
Hunter Capital · Private Credit
Diversified exposure to non-bank lending with monthly liquidity and 7+ years track record
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.