Overview
The Squirrel Specialised Income Fund is a New Zealand private credit fund managed by Squirrel in Auckland. It invests in a diversified portfolio of higher-risk loans secured by residential property, including first and second mortgages, with a portfolio approach intended to reduce specific investment risk. The fund is structured as an evergreen, open-ended vehicle and is available to wholesale investors only; an Information Memorandum is available on request directly from the manager.
Fund Overview
Diversified higher risk loans secured by residential property including first and second mortgages. Portfolio approach to reduce specific investment risk.
Asset Class
Private Credit
Structure
Fund
Fund Documents
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.
Frequently Asked Questions
What is Squirrel Specialised Income Fund?
Diversified higher risk loans secured by residential property including first and second mortgages. Portfolio approach to reduce specific investment risk.
Who manages Squirrel Specialised Income Fund?
Squirrel Specialised Income Fund is managed by Squirrel (FSPR FSP354706, NZBN 9429042034636) 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 Squirrel Specialised Income Fund?
Squirrel Specialised Income Fund is classified as Private Credit 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 Squirrel Specialised Income Fund evergreen or a closed-end fund?
Squirrel Specialised Income Fund is an evergreen fund — it is permanently open for subscription rather than running on fixed vintages. New investors can typically apply at any time subject to capacity, manager discretion, and the fund's stated subscription windows. Redemption terms are set in the Information Memorandum and vary by fund.
What is the minimum investment in Squirrel Specialised Income Fund?
Minimum investments across Squirrel Specialised Income Fund's currently listed offers range from NZ$50K. Minimums are set per offer and may change for new vintages — confirm the current minimum in the relevant Information Memorandum before subscribing.
Is Squirrel Specialised Income Fund wholesale-only?
Yes — Squirrel Specialised Income 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.
When was Squirrel Specialised Income Fund launched?
Squirrel Specialised Income Fund was launched in 2015. 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 Squirrel Specialised Income Fund?
Squirrel Specialised Income Fund has a public current fact sheet linked from its Wholesale Investor NZ profile page. Documents are sourced from the manager's own published disclosures. Some wholesale funds gate full disclosure behind a wholesale-investor self-certification — review the document index on the fund page and contact the manager if a specific document is not surfaced.