Overview
Perennial Roots is a closed-ended, vintage-structured limited partnership managed by Perennial that invests in regenerative organic farming in New Zealand. The fund combines experience from organic foods and renewable energy with specialist ecological farmers, using a proprietary farming system that aims for sustainably higher farm profits, resilient properties, and nature enhancements. It is open to wholesale and eligible investors only, and is included on the NZTE Acceptable Managed Funds list as a growth-category fund.
Fund Overview
Specialist regenerative organic farming LP combining experience from organic foods and renewable energy with expert ecological farmers in New Zealand. Targets sustainably higher farm profits, resilient properties, nature enhancements.
Asset Class
Agriculture
Between Vintages
This fund isn't currently accepting new investment. Register your interest and we'll let you know when the next vintage opens.
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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 Perennial Roots?
Specialist regenerative organic farming LP combining experience from organic foods and renewable energy with expert ecological farmers in New Zealand. Targets sustainably higher farm profits, resilient properties, nature enhancements.
Who manages Perennial Roots?
Perennial Roots is managed by Perennial (NZBN 9429036184514). 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 Perennial Roots?
Perennial Roots is classified as Agriculture 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 Perennial Roots evergreen or a closed-end fund?
Perennial Roots 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.
Is Perennial Roots wholesale-only?
Yes — Perennial Roots 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 Perennial Roots eligible for the Active Investor Plus (AIP) visa?
Perennial Roots 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.
Where can I read the IM or PDS for Perennial Roots?
Perennial Roots 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.