Moderate Approach
Balanced approach to risk and return
Squirrel Wholesale Construction Loan Fund
Offered by Squirrel
Construction finance secured by first mortgages up to $2M. Higher returns for development lending with first mortgage security.
Min Investment
NZD $50K
Term
Open-ended
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
Awatea Forest Fund
Offered by Roger Dickie
Production forestry and carbon credits across 5,000 hectares of premium NZ forests. 11.8% annualized returns since inception. Annual 5% cash distributions commenced July 2025.
Target Return
10-12% p.a.
Min Investment
NZD $20K
Term
Long-term
Blairlogie Pine Investment LP
Offered by Forest Enterprises
888ha Wairarapa pine forest focused on carbon sequestration. 80%+ ETS registered, capturing 48 tonnes CO2e annually per 200-share investment. 30-year investment with distributions from 2034.
Target Return
9.8% IRR
Min Investment
NZD $14K
Term
30 years
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
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
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
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
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)
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
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