Funds targeting 7-10% p.a. returns
Funds whose IM-stated target return falls in the 7-10% band — typical for senior secured private credit, first-mortgage funds.
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.
- 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 2026, 2027, and 2028. Distributions are not guaranteed and actual rates may vary.
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).
- 9.8% p.a. projected IRR (gross, before tax)
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.
- Targeted long-term total return, including cash distributions and capital growth, of 10% p.a.
MyFarm KiwiFruit Fund
MyFarm Investments · Agriculture
Diversified portfolio of established SunGold kiwifruit orchards and Zespri shares
- 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 investment. These are not guaranteed and actual distribution rate may vary.
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).
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.