Conservative Approach
Defensive investment approach focused on capital preservation
Obsidian Contributory Mortgage Scheme
Offered by Obsidian Group
Unique choose-your-own mortgage investment. Select specific loans from manager-curated portfolio. See exactly where your money is invested with quarterly interest payments.
Target Return
4.8-7.71% p.a.
Min Investment
NZD $10K
Term
Loan-by-loan basis
Squirrel Wholesale Home Loan Fund
Offered by Squirrel
Conservative residential mortgage fund up to $2M per loan. First mortgage security only with lower risk profile.
Min Investment
NZD $50K
Term
Open-ended
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
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
Williams Corporation Completed Homes LP
Offered by Williams Corporation
First mortgage securities against completed homes only - lower risk than development
Target Return
10% p.a.
Min Investment
NZD $100K
Term
Medium term