AIP Balanced
AIP Balanced category
Shaw and Partners Active Investor Plus Portfolio
Offered by Shaw and Partners
Personalised discretionary investment management service with bespoke, diversified fund of funds approach
Min Investment
NZD $3000K
Term
4 years (AIP requirement)
MA NZ Growth Fund
Offered by Elevation Capital
Targeting private credit and operating real estate with MA Financial Group's 13+ years investment migration expertise
Target Return
8-12% p.a.
Min Investment
NZD $100K
Term
Medium-term
ARC Capital
Offered by ARC Capital
Investment in NZ aged care and healthcare sectors with conservative gearing, regular distributions, and ethical focus
Target Return
10-15% p.a.
Min Investment
NZD $100K
Term
Long-term
AANZ
Offered by Aviation Aerospace New Zealand
Conservative, 100% asset-backed helicopter leasing fund with government-backed customers and 3-year liquidity
Target Return
6-8% p.a.
Min Investment
NZD $100K
Term
3 years minimum
Greener Pastures Diversified Fund
Offered by Greener Pastures New Zealand
Specifically designed for AIP visa holders with diversified allocation across NZ PE, credit, and VC
Target Return
8-12% p.a.
Min Investment
NZD $3000K
Term
4 years (AIP requirement)
Greener Pastures Kiwifruit Fund
Offered by Greener Pastures New Zealand
Specialist fund investing exclusively in NZ's globally successful kiwifruit industry
Target Return
8-12% p.a.
Min Investment
NZD $100K
Term
Long-term with liquidity options
Alvarium Active Investor Plus Service
Offered by Alvarium
Bespoke investment strategies for AIP Growth or Balanced categories with 25+ years experience
Min Investment
NZD $3000K
Term
4 years (AIP requirement)
Hunter Diversified Private Credit Fund
Offered by Hunter Capital
Diversified exposure to non-bank lending with monthly subscriptions/redemptions and 7+ years track record
Target Return
8-11% p.a.
Min Investment
NZD $100K
Term
Open-ended
Forsyth Barr AIP Managed Funds Account
Offered by Forsyth Barr
Personalized investment service with tailored and expertly managed fund of funds approach
Min Investment
NZD $3000K
Term
4 years (AIP requirement)
JMI Wealth Active Investor Plus Portfolio
Offered by JMI Wealth
Discretionary Investment Management Service providing bespoke diversified fund of funds approach
Min Investment
NZD $3000K
Term
4 years (AIP requirement)
Fidelity Capital Sustainable Energy Fund
Offered by Fidelity Capital Partners
Investment-grade private credit lending to regulated Lines Companies for clean energy grid infrastructure
Target Return
7-9% p.a.
Min Investment
NZD $100K
Term
3 years minimum
Craigs Immigration NZ Investment Service
Offered by Craigs Investment Partners
Discretionary account providing choice of multiple managed funds to create personalised diverse portfolio
Min Investment
NZD $3000K
Term
4 years (AIP requirement)
Pioneer Capital Private Debt 2
Offered by Pioneer Capital
Established private debt strategy from NZ's largest and most experienced private capital investor
Target Return
8-12% p.a.
Min Investment
NZD $250K
Term
5-7 years
Kākāpō Responsible Investment Fund
Offered by Bancorp
AIP-focused mature private equity with responsible environmental and social impact focus
Target Return
10-15% p.a.
Min Investment
NZD $100K
Term
5-7 years
Seedling Next Gen Agri Limited Partnership
Offered by Seedling
Strategic investment reshaping NZ dairy farming through sustainable practices and regenerative agriculture
Target Return
9% IRR
Min Investment
NZD $100K
Term
7-10 years