Overview
The JMI Wealth Active Investor Plus Portfolio is a closed-ended, vintage-structured fund of funds managed by JMI Wealth, based in Auckland. It employs a discretionary management approach, constructing bespoke portfolios by allocating across a selection of underlying funds. The fund is available to wholesale investors only and is listed on the NZTE Acceptable Managed Funds list under the Growth category, making it eligible for the Active Investor Plus visa.
Fund Overview
Discretionary management with bespoke fund of funds approach
Asset Class
Fund of Funds
Structure
Discretionary Portfolio
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Quick Info
This information is for wholesale investors only and does not constitute financial advice. All investments carry risk. Please seek professional advice before making investment decisions.
Frequently Asked Questions
What is JMI Wealth Active Investor Plus Portfolio?
Discretionary management with bespoke fund of funds approach
Who manages JMI Wealth Active Investor Plus Portfolio?
JMI Wealth Active Investor Plus Portfolio is managed by JMI Wealth (NZBN 9429034761311) based in Auckland. Manager registration on the Financial Service Providers Register is a legal requirement under the Financial Service Providers (Registration and Dispute Resolution) Act 2008 and does not itself constitute an endorsement.
What asset class is JMI Wealth Active Investor Plus Portfolio?
JMI Wealth Active Investor Plus Portfolio is classified as Fund of Funds on Wholesale Investor NZ. Asset-class classification reflects the fund's stated investment focus per its Information Memorandum and is provided for navigation purposes only — review the IM for the full strategy and risk profile.
Is JMI Wealth Active Investor Plus Portfolio evergreen or a closed-end fund?
JMI Wealth Active Investor Plus Portfolio is a closed-end fund — it raises capital during a defined vintage window and runs to fund maturity. Capital is typically returned via distributions during operation and a final wind-up at fund maturity. Check whether a current vintage is open before applying.
What is the minimum investment in JMI Wealth Active Investor Plus Portfolio?
Minimum investments across JMI Wealth Active Investor Plus Portfolio's currently listed offers range from NZ$3.0M. Minimums are set per offer and may change for new vintages — confirm the current minimum in the relevant Information Memorandum before subscribing.
Is JMI Wealth Active Investor Plus Portfolio wholesale-only?
Yes — JMI Wealth Active Investor Plus Portfolio is offered on a wholesale-only basis under Schedule 1 of the Financial Markets Conduct Act 2013. Subscription requires self-certification under one of the seven Schedule 1 pathways (typically the NZ$5M net-assets "large person" pathway or an accountant- or lawyer-signed eligible-investor certificate per Clauses 38-40). Wholesale-only funds do not publish a retail Product Disclosure Statement and do not appear on the Disclose Register.
When was JMI Wealth Active Investor Plus Portfolio launched?
JMI Wealth Active Investor Plus Portfolio was launched in 2017. Operational tenure is one input to evaluating manager track record but does not itself indicate likely future performance — past performance is not a reliable indicator of future returns per FMA fair-dealing guidance. Request audited financial statements covering the full operating period before subscribing.
Where can I read the IM or PDS for JMI Wealth Active Investor Plus Portfolio?
JMI Wealth Active Investor Plus Portfolio is a wholesale-only fund and the manager does not publish a retail-accessible Information Memorandum on Wholesale Investor NZ. Wholesale-only funds typically share the IM directly with prospective investors after a Schedule 1 self-certification under the Financial Markets Conduct Act 2013. Contact the manager to request the IM and the certification process.