Southern Alps Retirement Living Sunrise Fund
Managed by Southern Alps
Overview
The Southern Alps Retirement Living Sunrise Fund is a closed-ended, vintage property fund managed by Southern Alps (Auckland). It focuses on retirement village development designed to be culturally appropriate for Asian seniors and local elderly communities. The fund is open to wholesale and eligible investors only, and is listed on the NZTE Acceptable Managed Funds list under the growth category.
Fund Overview
Retirement village development culturally fit for Asian seniors and local elderly
Asset Class
Property
Structure
Limited Partnership
Get Started
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 Southern Alps Retirement Living Sunrise Fund?
Retirement village development culturally fit for Asian seniors and local elderly
Who manages Southern Alps Retirement Living Sunrise Fund?
Southern Alps Retirement Living Sunrise Fund is managed by Southern Alps (NZBN 9429044798895) 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 Southern Alps Retirement Living Sunrise Fund?
Southern Alps Retirement Living Sunrise Fund is classified as Property 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 Southern Alps Retirement Living Sunrise Fund evergreen or a closed-end fund?
Southern Alps Retirement Living Sunrise 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 Southern Alps Retirement Living Sunrise Fund?
Minimum investments across Southern Alps Retirement Living Sunrise 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 Southern Alps Retirement Living Sunrise Fund wholesale-only?
Yes — Southern Alps Retirement Living Sunrise 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 Southern Alps Retirement Living Sunrise Fund a Limited Partnership?
Southern Alps Retirement Living Sunrise 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 Southern Alps Retirement Living Sunrise Fund eligible for the Active Investor Plus (AIP) visa?
Southern Alps Retirement Living Sunrise 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 Southern Alps Retirement Living Sunrise Fund launched?
Southern Alps Retirement Living Sunrise 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 Southern Alps Retirement Living Sunrise Fund?
Southern Alps Retirement Living Sunrise 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.