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Wholesale Investor NZWholesale Investor NZ

Sources

Every hand-curated numeric or boolean attribute on a fund or provider page is backed by a structured citation: the cited field, its value, a publicly reachable source URL, the exact source quote, and the date the source was observed. See /methodology for the editorial framework.

Last reviewed: 2026-05-29

212 citations from 3 source groups across 86 funds and 18 providers.

Showing 212 of 212
NZBN (Business Number Register)1 citation
NZTE — Acceptable Managed Funds180 citations
  • AAM Infrastructure Loan Fund·is_aip_eligible=true
    “AAM Infrastructure Loan Fund on NZTE Acceptable Managed Funds list, added 2026-03-04”
    as at 2026-05-20·view source ·Tier A
  • AAM Infrastructure Loan Fund·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • AAM Infrastructure Loan Fund·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • AANZ·aip_category=growth
    “AANZ is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • ACIF NZ Investment Fund·aip_category=growth
    “ACIF NZ Investment Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Active Long Term Growth Fund·aip_category=growth
    “Active Long Term Growth Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Active Long Term Growth Fund·nzte_listed_as=ForthCo Limited
    “NZTE Acceptable Managed Funds list entry "ForthCo Limited" (added 2025-08-27) refers to this fund — ForthCo Limited is the manager of Active Long Term Growth Fund (open-ended private equity, $100K min, target 12% p.a.). Consolidated 2026-05-20.”
    as at 2026-05-20·view source ·Tier A
  • Altered Capital Venture Fund II·aip_category=growth
    “Altered Capital Venture Fund II is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • Amber & Partners·is_aip_approved=true
    “Amber & Partners manages NZTE-pre-approved AIP fund(s): Amber & Partners Infrastructure NZ Fund (AIP APINZ LP)”
    as at 2026-05-20·view source ·Tier A
  • Amber & Partners·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • “Amber & Partners Infrastructure NZ Fund (AIP APINZ LP) on NZTE Acceptable Managed Funds list, added 2025-12-15”
    as at 2026-05-20·view source ·Tier A
  • “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • ARC Capital·aip_category=growth
    “ARC Capital is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • BeGroup·is_aip_approved=true
    “BeGroup manages NZTE-pre-approved AIP fund(s): BeGroup Investments II LP”
    as at 2026-05-20·view source ·Tier A
  • BeGroup·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • BeGroup Investments II LP·is_aip_eligible=true
    “BeGroup Investments II LP on NZTE Acceptable Managed Funds list, added 2025-11-10”
    as at 2026-05-20·view source ·Tier A
  • BeGroup Investments II LP·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • BeGroup Investments II LP·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Blossum AIP Fund·is_aip_eligible=true
    “Blossum AIP Fund on NZTE Acceptable Managed Funds list, added 2026-03-10”
    as at 2026-05-20·view source ·Tier A
  • Blossum AIP Fund·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Blossum AIP Fund·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Blue Ocean Capital·is_aip_approved=true
    “Blue Ocean Capital manages NZTE-pre-approved AIP fund(s): Blue Ocean Capital Group Plus Limited Partnership”
    as at 2026-05-20·view source ·Tier A
  • Blue Ocean Capital·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • “Blue Ocean Capital Group Plus Limited Partnership on NZTE Acceptable Managed Funds list, added 2025-11-19”
    as at 2026-05-20·view source ·Tier A
  • “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Boston ME·is_aip_approved=true
    “Boston ME manages NZTE-pre-approved AIP fund(s): Boston ME Economic Growth Fund”
    as at 2026-05-20·view source ·Tier A
  • Boston ME·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • Boston ME Economic Growth Fund·is_aip_eligible=true
    “Boston ME Economic Growth Fund on NZTE Acceptable Managed Funds list, added 2025-12-22”
    as at 2026-05-20·view source ·Tier A
  • Boston ME Economic Growth Fund·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Boston ME Economic Growth Fund·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Brand Fund 2·aip_category=growth
    “Brand Fund 2 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Bridgewest Venture Fund 1 LP·aip_category=growth
    “Bridgewest Venture Fund 1 LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Capital Connect·is_aip_eligible=true
    “Capital Connect on NZTE Acceptable Managed Funds list, added 2025-12-17”
    as at 2026-05-20·view source ·Tier A
  • Capital Connect·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Capital Connect·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Capital Connect·is_aip_approved=true
    “Capital Connect manages NZTE-pre-approved AIP fund(s): Capital Connect”
    as at 2026-05-20·view source ·Tier A
  • Capital Connect·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • Castlerock Partners Fund·aip_category=growth
    “Castlerock Partners Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Climate Venture Capital Fund 2·aip_category=growth
    “Climate Venture Capital Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • CQuest Forestry Fund·is_aip_eligible=true
    “CQuest Forestry Fund Limited Partnership (added to NZTE Acceptable Managed Funds list 2025-05-13)”
    as at 2026-05-20·view source ·Tier A
  • CQuest Forestry Fund·aip_category=growth
    “AIP Growth Category pre-approved managed fund”
    as at 2026-05-20·view source ·Tier A
  • CQuest Forestry Fund·is_aip_eligible=false
    “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • “Craigs Immigration NZ Investment Service is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • “Cultivate Ventures Limited Partnership is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Dairy Enhancement Fund·is_aip_eligible=false
    “Not present on NZTE Acceptable Managed Funds list as of 2026-05-20”
    as at 2026-05-20·view source ·Tier A
  • DE Capital Fund·aip_category=growth
    “DE Capital Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • DE Capital Fund·is_aip_eligible=false
    “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • Ecliptic Venture Capital LP·aip_category=growth
    “Ecliptic Venture Capital LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Emerald Timberland Impact Fund·is_aip_eligible=true
    “Emerald Timberland Impact Fund, Added 10 November 2025 (NZTE Acceptable Managed Funds list)”
    as at 2026-05-20·view source ·Tier A
  • “Fidelity Sustainable Energy Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Fidelity Capital Sustainable Energy Fund·name=Fidelity Capital Sustainable Energy Fund
    “Renamed to NZTE-canonical "Fidelity Capital Sustainable Energy Fund" (was "Fidelity Sustainable Energy Fund") for AEO consistency with NZTE list”
    as at 2026-05-20·view source ·Tier A
  • “Forsyth Barr AIP Managed Funds Account is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • GD1 Fund 3 LP·aip_category=growth
    “GD1 Fund 3 LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • GD1 Fund 3 LP·is_aip_eligible=false
    “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • GD1 Fund 4 LP·aip_category=growth
    “GD1 Fund 4 LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • GD1 Select Fund·is_aip_eligible=true
    “GD1 Select Fund on NZTE Acceptable Managed Funds list, added 25 May 2026”
    as at 2026-07-02·view source ·Tier A
  • GD1 Select Fund·aip_category=growth
    “Acceptable Managed Funds List — Active Investor Plus (Growth category list)”
    as at 2026-07-02·view source ·Tier A
  • GD1 Select Fund·description=paraphrased from NZTE listing
    “The GD1 Select Fund is a low-fee, fast-deployment managed investment scheme, designed to capture the value creation of a targeted 7 - 10 existing GD1 growth-stage New Zealand technology portfolio companies across diverse innovative verticals.”
    as at 2026-07-02·view source ·Tier A
  • GD1 Select Fund·fund_structure=Managed Investment Scheme
    “The GD1 Select Fund is a low-fee, fast-deployment managed investment scheme”
    as at 2026-07-02·view source ·Tier A
  • Goldenstone Partners·is_aip_approved=true
    “Goldenstone Partners Capital on NZTE Acceptable Managed Funds list, added 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • Goldenstone Partners Capital·is_aip_eligible=true
    “Goldenstone Partners Capital on NZTE Acceptable Managed Funds list, added 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • Goldenstone Partners Capital·aip_category=growth
    “Acceptable Managed Funds List — Active Investor Plus (Growth category list)”
    as at 2026-07-02·view source ·Tier A
  • Goldenstone Partners Capital·description=paraphrased from NZTE listing
    “Goldenstone Partners Capital implements a debt-based investment strategy focused on New Zealand's technology, education, renewable energy and tourism sectors by investing primarily in projects associated with Apex Group.”
    as at 2026-07-02·view source ·Tier A
  • Goldenstone Partners Capital·description (hurdle target)=6.00% p.a. hurdle (target)
    “targets a hurdle return to investors of 6.00% per annum”
    as at 2026-07-02·view source ·Tier A
  • Goldsmith·is_aip_approved=true
    “Goldsmith manages NZTE-pre-approved AIP fund(s): Goldsmith Tourism NZ Limited Partnership”
    as at 2026-05-20·view source ·Tier A
  • Goldsmith·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • “Goldsmith Tourism NZ Limited Partnership on NZTE Acceptable Managed Funds list, added 2025-12-23”
    as at 2026-05-20·view source ·Tier A
  • “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Goldsmith Tourism NZ Limited Partnership·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • “Greener Pastures Diversified Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Greener Pastures Kiwifruit Fund·aip_category=growth
    “Greener Pastures Kiwifruit Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Greenmount Capital New Economy Fund LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • “Greenmount Co-Investment Fund No.1 LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • Henton Fund 2·aip_category=growth
    “Henton Fund 2 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Hunter Diversified Private Credit Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Icehouse Ventures Growth Fund III·is_aip_eligible=true
    “Icehouse Ventures Growth Fund III on NZTE Acceptable Managed Funds list, added 25 May 2026”
    as at 2026-07-02·view source ·Tier A
  • “Acceptable Managed Funds List — Active Investor Plus (Growth category list)”
    as at 2026-07-02·view source ·Tier A
  • Icehouse Ventures Growth Fund III·description=paraphrased from NZTE listing
    “Icehouse Ventures Growth Fund III invests in New Zealand-founder or New Zealander-let technology companies raising growth-stage capital (Series A through Series D+). The Fund targets a diversified portfolio of 2-30 high-growth companies across sectors including hardware, software, deep-tech, ag tech, and AI.”
    as at 2026-07-02·view source ·Tier A
  • “Icehouse Ventures Seed Fund IV LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Icehouse Ventures Seed Fund IV LP·is_aip_eligible=false
    “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • IV Sustainable Technology Fund·aip_category=growth
    “IV Sustainable Technology Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “JMI Wealth Active Investor Plus Portfolio is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • “Kākāpō Responsible Investment Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • MA NZ Growth Fund·aip_category=growth
    “MA NZ Growth Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Matū Karihi Fund·aip_category=growth
    “Matū Karihi Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Maūi Toa Fund 1·aip_category=growth
    “Maūi Toa Fund 1 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Motion Capital·aip_category=growth
    “Motion Capital is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Motion Capital Fund II LP·is_aip_eligible=true
    “Motion Capital Fund II LP on NZTE Acceptable Managed Funds list, added 2 June 2026”
    as at 2026-07-02·view source ·Tier A
  • Motion Capital Fund II LP·aip_category=growth
    “Acceptable Managed Funds List — Active Investor Plus (Growth category list)”
    as at 2026-07-02·view source ·Tier A
  • Motion Capital Fund II LP·description=paraphrased from NZTE listing
    “Motion Capital Fund II is the firm's latest flagship vehicle, investing at Seed to Series A in the technology enabling decarbonisation across critical industries: food, energy, and heavy industry.”
    as at 2026-07-02·view source ·Tier A
  • Motion Capital Fund II LP·fund_structure=Limited Partnership
    “Motion Capital Fund II is the firm's latest flagship vehicle, investing at Seed to Series A”
    as at 2026-07-02·view source ·Tier A
  • Movac Growth 7·is_aip_eligible=true
    “Movac Growth 7 on NZTE Acceptable Managed Funds list, added 2025-12-01”
    as at 2026-05-20·view source ·Tier A
  • Movac Growth 7·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Movac Growth 7·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • MTM Capital·is_aip_approved=true
    “MTM Capital manages NZTE-pre-approved AIP fund(s): MTM Capital One”
    as at 2026-05-20·view source ·Tier A
  • MTM Capital·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • MTM Capital One·is_aip_eligible=true
    “MTM Capital One on NZTE Acceptable Managed Funds list, added 2025-05-13”
    as at 2026-05-20·view source ·Tier A
  • MTM Capital One·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • MTM Capital One·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • MyFarm Investments·is_aip_approved=true
    “3 MyFarm Investments funds pre-approved on NZTE Acceptable Managed Funds list: CQuest Forestry Fund LP (2025-05-13), MyFarm Solar Fund LP (2025-07-07), MyFarm Kiwifruit Fund LP (2025-09-16)”
    as at 2026-05-20·view source ·Tier A
  • MyFarm KiwiFruit Fund·is_aip_eligible=true
    “MyFarm Kiwifruit Fund Limited Partnership (added to NZTE Acceptable Managed Funds list 2025-09-16)”
    as at 2026-05-20·view source ·Tier A
  • MyFarm KiwiFruit Fund·aip_category=growth
    “AIP Growth Category pre-approved managed fund”
    as at 2026-05-20·view source ·Tier A
  • MyFarm Solar Fund·is_aip_eligible=true
    “MyFarm Solar Fund Limited Partnership (added to NZTE Acceptable Managed Funds list 2025-07-07)”
    as at 2026-05-20·view source ·Tier A
  • MyFarm Solar Fund·aip_category=growth
    “AIP Growth Category pre-approved managed fund”
    as at 2026-05-20·view source ·Tier A
  • NetCredit Unit Trust·aip_category=growth
    “NetCredit Unit Trust is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • NetEquity Opportunities Fund LP·is_aip_eligible=true
    “NetEquity Opportunities Fund LP on NZTE Acceptable Managed Funds list, added 2025-11-10”
    as at 2026-05-20·view source ·Tier A
  • NetEquity Opportunities Fund LP·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • NetEquity Opportunities Fund LP·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • New Zealand Fintech Fund·aip_category=growth
    “New Zealand Fintech Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • New Zealand Fintech Fund·is_aip_eligible=false
    “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • Newland Credit Fund·aip_category=growth
    “Newland Credit Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Nexus Capital·is_aip_approved=true
    “Nexus Capital manages NZTE-pre-approved AIP fund(s): Nexus Capital Fund 1”
    as at 2026-05-20·view source ·Tier A
  • Nexus Capital·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • Nexus Capital Fund 1·is_aip_eligible=true
    “Nexus Capital Fund 1 on NZTE Acceptable Managed Funds list, added 2025-11-10”
    as at 2026-05-20·view source ·Tier A
  • Nexus Capital Fund 1·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Nexus Capital Fund 1·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Nuance Connected Capital·aip_category=growth
    “Nuance Connected Capital is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Nuance Connected Capital·is_aip_eligible=false
    “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • NZVC Fund 2·aip_category=growth
    “NZVC Fund 2 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Outset·is_aip_approved=true
    “Outset manages NZTE-pre-approved AIP fund(s): Outset Momentum Fund I”
    as at 2026-05-20·view source ·Tier A
  • Outset·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • Outset Momentum Fund I·is_aip_eligible=true
    “Outset Momentum Fund I on NZTE Acceptable Managed Funds list, added 2025-12-23”
    as at 2026-05-20·view source ·Tier A
  • Outset Momentum Fund I·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Outset Momentum Fund I·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Pacific Channel Fund III·aip_category=growth
    “Pacific Channel Fund III is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Pacific Channel Fund V·aip_category=growth
    “Pacific Channel Fund V is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “PCG Diversified New Zealand Private Debt Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “PCG New Zealand Economic Resilience Fund on NZTE Acceptable Managed Funds list, added 2026-02-03”
    as at 2026-05-20·view source ·Tier A
  • “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • PCG New Zealand Economic Resilience Fund·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Peninsula Credit Fund II LP·aip_category=growth
    “Peninsula Credit Fund II LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Perennial·is_aip_approved=true
    “Perennial manages NZTE-pre-approved AIP fund(s): Perennial Roots”
    as at 2026-05-20·view source ·Tier A
  • Perennial·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • Perennial Roots·is_aip_eligible=true
    “Perennial Roots on NZTE Acceptable Managed Funds list, added 2025-10-20”
    as at 2026-05-20·view source ·Tier A
  • Perennial Roots·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Perennial Roots·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Pioneer Capital Diversified Fund·is_aip_eligible=true
    “Pioneer Capital Diversified Fund on NZTE Acceptable Managed Funds list, added 2025-12-24”
    as at 2026-05-20·view source ·Tier A
  • “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Pioneer Capital Diversified Fund·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Pioneer Capital Private Debt 2·aip_category=growth
    “Pioneer Capital Private Debt 2 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Pioneer Capital Private Debt 2·is_aip_eligible=false
    “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • “Pioneer Capital Private Equity V is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Punakaiki Fund·aip_category=growth
    “Punakaiki Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Purpose Capital·is_aip_eligible=true
    “Purpose Capital on NZTE Acceptable Managed Funds list, added 2025-10-20”
    as at 2026-05-20·view source ·Tier A
  • Purpose Capital·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Purpose Capital·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Purpose Capital·is_aip_eligible=false
    “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • Purpose Capital·is_aip_approved=true
    “Purpose Capital manages NZTE-pre-approved AIP fund(s): Purpose Capital”
    as at 2026-05-20·view source ·Tier A
  • Purpose Capital·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • Quidnet Ventures Fund II·aip_category=growth
    “Quidnet Ventures Fund II is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Rānui·is_aip_approved=true
    “Rānui manages NZTE-pre-approved AIP fund(s): Rānui Sunshine Fund”
    as at 2026-05-20·view source ·Tier A
  • Rānui·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • Rānui Sunshine Fund·is_aip_eligible=true
    “Rānui Sunshine Fund on NZTE Acceptable Managed Funds list, added 2026-01-20”
    as at 2026-05-20·view source ·Tier A
  • Rānui Sunshine Fund·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Rānui Sunshine Fund·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Ryft Fund Zero·aip_category=growth
    “Ryft Fund Zero is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • SCW·is_aip_approved=true
    “SCW manages NZTE-pre-approved AIP fund(s): SCW Investment Fund Limited Partnership”
    as at 2026-05-20·view source ·Tier A
  • SCW·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
  • “SCW Investment Fund Limited Partnership on NZTE Acceptable Managed Funds list, added 2025-11-10”
    as at 2026-05-20·view source ·Tier A
  • “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • SCW Investment Fund Limited Partnership·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • “Seedling Next Gen Agri Limited Partnership is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Shaw and Partners Active Investor Plus Portfolio is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • “Not present on the NZTE Acceptable Managed Funds list dated 15 June 2026”
    as at 2026-07-02·view source ·Tier A
  • “Southern Alps Retirement Living Sunrise Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • WNT Ventures Fund 4·aip_category=growth
    “WNT Ventures Fund 4 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Yes Capital·is_aip_eligible=true
    “Yes Capital on NZTE Acceptable Managed Funds list, added 2026-04-14”
    as at 2026-05-20·view source ·Tier A
  • Yes Capital·aip_category=growth
    “AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)”
    as at 2026-05-20·view source ·Tier A
  • Yes Capital·seed_source=NZTE backfill
    “Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up).”
    as at 2026-05-20·view source ·Tier A
  • Yes Capital·is_aip_approved=true
    “Yes Capital manages NZTE-pre-approved AIP fund(s): Yes Capital”
    as at 2026-05-20·view source ·Tier A
  • Yes Capital·seed_source=NZTE backfill
    “Lightweight provider row seeded from NZTE list. Description / AUM / FSP / NZBN TBD via future enrichment pass.”
    as at 2026-05-20·view source ·Tier A
Manager website31 citations
  • Alvarium Active Investor Plus Service·pds_url=https://cdn.prod.website-files.com/64adb99ccf71b52c5b184a5b/6847a929a6eb11ad4b7d3134_Service%20Disclosure%20Statement%20%20-%20Alvarium%20Active%20DIMS%20June%202024.pdf
    “Service Disclosure Statement - Alvarium Active DIMS June 2024”
    as at 2026-06-03·view source ·Tier B
  • “Forest Enterprises' Blairlogie Pine Investment qualifies as an AIP Growth investment.”
    as at 2026-05-20·view source ·Tier B
  • “qualifies as an AIP Growth investment”
    as at 2026-05-20·view source ·Tier B
  • “Minimum investment $13,538 (200 shares) … Prospective investors should read the Product Disclosure Statement (PDS) before making an investment decision”
    as at 2026-05-20·view source ·Tier B
  • Blairlogie Pine Investment Limited Partnership·fact_sheet_url=https://www.forestenterprises.co.nz/wp-content/uploads/dlm_uploads/2025/12/Blairlogie-Pine-Summary.pdf
    “BLAIRLOGIE PINE INVESTMENT (Summary, December 2025)”
    as at 2026-05-20·view source ·Tier B
  • Forest Enterprises·is_mis_licensed=true
    “Licensed MIS Manager under the Financial Markets Conduct Act 2013”
    as at 2026-05-20·view source ·Tier B
  • Forest Enterprises·is_aip_approved=true
    “Forest Enterprises' Blairlogie Pine Investment qualifies as an AIP Growth investment.”
    as at 2026-05-20·view source ·Tier B
  • Forest Enterprises·investor_count=6500
    “Acts for more than 6,500 retail and wholesale investors, as well as private forest owners”
    as at 2026-05-20·view source ·Tier B
  • Greener Pastures New Zealand·website=https://www.greenerpastures.nz
    “Operator-provided correction 2026-06-03 (prior value greenerpastures.co.nz pointed at an unrelated NZ butcher shop)”
    as at 2026-06-03·view source ·Tier B
  • Icehouse Ventures Growth Fund III·total_fund_size,fund_structure,expected_life_years=150000000 (target), Limited Partnership, 10
    “$150M+ Target fund size · $50K Min. investment (four tranches) · 10 years Fund term · Limited Partnership Fund structure · 20-30 Portfolio companies · WHOLESALE INVESTORS ONLY”
    as at 2026-07-02·view source ·Tier B
  • Icehouse Ventures Seed Fund IV LP·merge=icehouse-ventures-seed-fund
    “Growth Fund III is now open for investment”
    as at 2026-07-02·view source ·Tier B
  • Movac Growth 7·description=verified
    “The following funds are currently accepting new investors: MOVAC GROWTH FUND 7 — Fund size: Min of $150m, Target $150m-$200m with potential for oversubscription to $250m”
    as at 2026-07-02·view source ·Tier B
  • Movac Growth 7·merge=movac-growth-opportunity-fund
    “The following funds are currently accepting new investors: MOVAC GROWTH FUND 7 — Fund size: Min of $150m, Target $150m-$200m with potential for oversubscription to $250m”
    as at 2026-07-02·view source ·Tier B
  • Pioneer Capital Diversified Fund·im_status=wholesale-only-contact-manager
    “No public IM/PDS PDF on pioneercapital.co.nz (verified site scan 2026-05-29; zero .pdf anchors on /, /debt/, /equity/). Wholesale-only FMCA Clause 3. Pioneer wholesale-investor portal coming soon. Pair with manual-outreach batch for authorised public deeplink.”
    as at 2026-05-29·view source ·Tier B
  • Pioneer Capital Private Debt 2·im_status=wholesale-only-contact-manager
    “No public IM/PDS PDF on pioneercapital.co.nz (verified site scan 2026-05-29; zero .pdf anchors on /, /debt/, /equity/). Wholesale-only FMCA Clause 3. Pioneer wholesale-investor portal coming soon. Pair with manual-outreach batch for authorised public deeplink.”
    as at 2026-05-29·view source ·Tier B
  • Pioneer Capital Private Equity V·im_status=wholesale-only-contact-manager
    “No public IM/PDS PDF on pioneercapital.co.nz (verified site scan 2026-05-29; zero .pdf anchors on /, /debt/, /equity/). Wholesale-only FMCA Clause 3. Pioneer wholesale-investor portal coming soon. Pair with manual-outreach batch for authorised public deeplink.”
    as at 2026-05-29·view source ·Tier B
  • RAM New Zealand Bond Fund·target_return=~2.0% p.a. (net of mgmt fee, before taxes/running costs)
    “Target Total Return (net of management fee and before taxes and running costs) 2.0% p.a.”
    as at 2026-07-01·view source ·Tier B
  • RAM New Zealand Bond Fund·structure=floating-rate investment-grade NZ bonds + cash; quarterly income; monthly redemption
    “a portfolio of floating-rate, investment-grade bonds ... Consistent income distributions paid quarterly ... Monthly redemption feature”
    as at 2026-07-01·view source ·Tier B
  • RAM New Zealand Bond Fund·wholesale_minimum_basis=NZ$750,000 large-investment exclusion
    “exclusion for offers where the amount invested upfront by the investor ... is NZ$750,000 or more”
    as at 2026-07-01·view source ·Tier B
  • RAM New Zealand Credit Fund·is_aip_eligible=true
    “an approved managed fund under the Active Investor Plus (AIP) Growth category and may also be included as part of a Balanced category investment portfolio”
    as at 2026-07-01·view source ·Tier B
  • RAM New Zealand Credit Fund·aip_category=growth
    “approved managed fund under the Active Investor Plus (AIP) Growth category”
    as at 2026-07-01·view source ·Tier B
  • RAM New Zealand Credit Fund·target_return=~4% net p.a.
    “Stable income targeting approximately 4% net through a diversified portfolio of New Zealand credit investments”
    as at 2026-07-01·view source ·Tier B
  • RAM New Zealand Credit Fund·asset_allocation=~95% loan investments / ~5% cash
    “Target Asset Allocation: 95% Loan Investments, 5% Cash Products”
    as at 2026-07-01·view source ·Tier B
  • RAM New Zealand Credit Fund·risk_positioning=secured asset-backed credit; no PE/corporate lending
    “Lower-risk option focused on secured, asset-backed New Zealand credit with no exposure to higher-risk private equity or corporate lending”
    as at 2026-07-01·view source ·Tier B
  • RAM New Zealand Credit Fund·wholesale_minimum_basis=NZ$750,000 large-investment exclusion
    “exclusion for offers where the amount invested upfront by the investor ... is NZ$750,000 or more”
    as at 2026-07-01·view source ·Tier B
  • Squirrel Specialised Income Fund·fact_sheet_url=https://www.squirrel.co.nz/media/f5hnemy1/squirrel-wholesale-investor-update-april-2026.pdf
    “Squirrel wholesale investor update — Fund summary and investment update 30 April 2026. Covers Squirrel Wholesale Home Loan Fund, Squirrel Wholesale Construction Loan Fund, Squirrel Specialised Income Fund. Designed as a summary that accompanies the underlying Information Memoranda.”
    as at 2026-05-29·view source ·Tier B
  • Squirrel Specialised Income Fund·im_status=wholesale-only-contact-manager
    “These Funds are only open to wholesale investors and others who do not require disclosure under Part 3 of the Financial Markets Conduct Act 2013. To invest in the Squirrel Wholesale Funds, you will need approval from Squirrel (the Manager). Information Memorandum available on request via 0800 21 22 30 or wholesale investor consult.”
    as at 2026-05-29·view source ·Tier B
  • Squirrel Wholesale Construction Loan Fund·fact_sheet_url=https://www.squirrel.co.nz/media/f5hnemy1/squirrel-wholesale-investor-update-april-2026.pdf
    “Squirrel wholesale investor update — Fund summary and investment update 30 April 2026. Covers Squirrel Wholesale Home Loan Fund, Squirrel Wholesale Construction Loan Fund, Squirrel Specialised Income Fund. Designed as a summary that accompanies the underlying Information Memoranda.”
    as at 2026-05-29·view source ·Tier B
  • Squirrel Wholesale Construction Loan Fund·im_status=wholesale-only-contact-manager
    “These Funds are only open to wholesale investors and others who do not require disclosure under Part 3 of the Financial Markets Conduct Act 2013. To invest in the Squirrel Wholesale Funds, you will need approval from Squirrel (the Manager). Information Memorandum available on request via 0800 21 22 30 or wholesale investor consult.”
    as at 2026-05-29·view source ·Tier B
  • Squirrel Wholesale Home Loan Fund·fact_sheet_url=https://www.squirrel.co.nz/media/f5hnemy1/squirrel-wholesale-investor-update-april-2026.pdf
    “Squirrel wholesale investor update — Fund summary and investment update 30 April 2026. Covers Squirrel Wholesale Home Loan Fund, Squirrel Wholesale Construction Loan Fund, Squirrel Specialised Income Fund. Designed as a summary that accompanies the underlying Information Memoranda.”
    as at 2026-05-29·view source ·Tier B
  • Squirrel Wholesale Home Loan Fund·im_status=wholesale-only-contact-manager
    “These Funds are only open to wholesale investors and others who do not require disclosure under Part 3 of the Financial Markets Conduct Act 2013. To invest in the Squirrel Wholesale Funds, you will need approval from Squirrel (the Manager). Information Memorandum available on request via 0800 21 22 30 or wholesale investor consult.”
    as at 2026-05-29·view source ·Tier B