Medium Term
Investment term 2-5 years
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
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
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
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
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
Collinson Wealth New Zealand Investment Fund - Growth Business Loans
Offered by Collinson Wealth
Growth business loans to expansion phase companies with established revenue streams
Target Return
10-14% p.a.
Min Investment
NZD $100K
Term
2-4 years
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)
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