Midlands Income Wholesale Fund
Managed by Midlands Funds Management
Fund Overview
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.
Asset Class
Private Credit
Structure
PIE
Fund Documents
Information Memorandum
As at 1 Apr 2026
Statement of Investment Policy & Objectives
As at 1 Nov 2025
Fact Sheet
Wholesale Investor Certificate
Trust Deed
Financial Statements (2025)
Financial Statements (2023)
Financial Statements (2023)
Financial Statements (2022)
Documents are published by the issuer. Review the current version in full and seek independent advice before investing.
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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.
