Overview
The Kākāpō Responsible Investment Fund is a closed-ended, vintage-structured private equity fund managed by Bancorp in Auckland. It focuses on mature private equity investments with a responsible investment approach that considers environmental and social impact factors. The fund is available to wholesale investors only and is eligible for the Active Investor Plus visa under the growth category, appearing on the NZTE Acceptable Managed Funds list.
Fund Overview
AIP-focused mature private equity with responsible environmental and social impact
Asset Class
Private Equity
Structure
Limited Partnership
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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 Kākāpō Responsible Investment Fund?
AIP-focused mature private equity with responsible environmental and social impact
Who manages Kākāpō Responsible Investment Fund?
Kākāpō Responsible Investment Fund is managed by Bancorp (NZBN 9429032437751) 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 Kākāpō Responsible Investment Fund?
Kākāpō Responsible Investment Fund is classified as Private Equity 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 Kākāpō Responsible Investment Fund evergreen or a closed-end fund?
Kākāpō Responsible Investment Fund 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 Kākāpō Responsible Investment Fund?
Minimum investments across Kākāpō Responsible Investment Fund's currently listed offers range from NZ$100K. Minimums are set per offer and may change for new vintages — confirm the current minimum in the relevant Information Memorandum before subscribing.
Is Kākāpō Responsible Investment Fund wholesale-only?
Yes — Kākāpō Responsible Investment Fund 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.
Is Kākāpō Responsible Investment Fund a Limited Partnership?
Kākāpō Responsible Investment Fund is structured as a Limited Partnership (LP). LP income flows through to the investor and is taxed at the investor's marginal rate (up to 39% above NZ$180,000 of taxable income for 2024-25). Investors receive IR7 partnership tax statements annually and report the income on their personal IR3 return. The LP structure is common for private equity, venture capital, and direct-property syndicates in New Zealand.
Is Kākāpō Responsible Investment Fund eligible for the Active Investor Plus (AIP) visa?
Kākāpō Responsible Investment Fund is flagged as AIP-eligible on Wholesale Investor NZ, indicating it appears (or has appeared) on NZTE's Acceptable Managed Funds list for AIP visa applicants. The visa requires NZ$5M (Growth Category, 36-month hold) or NZ$10M (Balanced Category, 60-month hold) in acceptable investments held continuously for the full period. Eligibility determination sits with NZTE + Immigration NZ — verify against the live NZTE list before relying on this classification, and see our AIP eligibility guide for the full statutory framework.
When was Kākāpō Responsible Investment Fund launched?
Kākāpō Responsible Investment Fund was launched in 2020. 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 Kākāpō Responsible Investment Fund?
Kākāpō Responsible Investment Fund 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.