Growth
Higher risk, growth focused
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
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
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
DE Capital Fund
Offered by DE Capital
Senior secured loans plus warrants to mid-market NZ businesses with regular income and equity upside
Target Return
10-14% p.a.
Min Investment
NZD $100K
Term
Open-ended, 1-3 year holds
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
Henton Fund 2
Offered by Henton Capital
Selective mid-market credit fund for established NZ companies with experienced credit team
Target Return
9-12% p.a.
Min Investment
NZD $100K
Term
2-4 years
Peninsula Credit Fund II LP
Offered by Peninsula Capital
Quarterly cash returns through senior secured loans leveraging deep NZ industry networks
Target Return
9-12% p.a.
Min Investment
NZD $100K
Term
Open-ended evergreen
Southern Alps Retirement Living Sunrise Fund
Offered by Southern Alps
Retirement village development culturally fit for Asian seniors as well as local elderly
Target Return
12-15% p.a.
Min Investment
NZD $100K
Term
5-7 years