Diversified
Diversified portfolio
Squirrel Specialised Income Fund
Offered by Squirrel
Diversified higher risk loan portfolio secured by residential property. First and second mortgages with portfolio diversification to reduce specific investment risk.
Target Return
9% p.a.
Min Investment
NZD $50K
Term
Open-ended
ACIF NZ Investment Fund
Offered by ACIF
Wholesale scheme focused on NZ SMEs across diverse sectors with AU$800M proven Australian track record
Target Return
8-12% p.a.
Min Investment
NZD $100K
Term
Medium-term
Active Long Term Growth Fund
Offered by ForthCo
Open-ended PE fund backing proven, profitable NZ businesses ($10-100M EV) with quarterly distributions and redemptions
Target Return
12-18% p.a.
Min Investment
NZD $100K
Term
Open-ended evergreen
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)
NetCredit Unit Trust
Offered by NetFunds
Private credit financing NZ SMEs through diversified loans with 3-year average maturity, PIE and PFIC compliant
Min Investment
NZD $100K
Term
Medium-term (3yr avg)
Newland Credit Fund
Offered by Newland
Direct lending providing working capital and growth loans to NZ businesses secured by business assets
Target Return
8-11% p.a.
Min Investment
NZD $100K
Term
Medium-term
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
PCG Diversified New Zealand Private Debt Fund
Offered by PCG
Open-ended PIE with senior secured loans, weekly liquidity, and monthly cash distributions
Target Return
8-10% p.a.
Min Investment
NZD $100K
Term
Open-ended
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)
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)
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)
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)