Wholesale Investor NZWholesale Investor NZ

New Zealand

New Zealand focused

Geography34 Opportunities
SA

Personalised discretionary investment management service with bespoke, diversified fund of funds approach

Min Investment

NZD $3000K

Term

4 years (AIP requirement)

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
EL

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
NE

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)

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
NE

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
PC

Early-stage wind, solar, and battery storage infrastructure pipeline targeting high returns through FID value creation

Target Return

15-25% p.a.

Min Investment

NZD $100K

Term

5-7 years

AIP EligibleWholesale OnlyRisk: HighNew Zealand
AC

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
AR

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
AA

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

AIP EligibleWholesale OnlyRisk: LowNew Zealand
FO

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
GP

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)

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
GP

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
AL

Bespoke investment strategies for AIP Growth or Balanced categories with 25+ years experience

Min Investment

NZD $3000K

Term

4 years (AIP requirement)

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
CI

Discretionary account providing choice of multiple managed funds to create personalised diverse portfolio

Min Investment

NZD $3000K

Term

4 years (AIP requirement)

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
FB

Personalized investment service with tailored and expertly managed fund of funds approach

Min Investment

NZD $3000K

Term

4 years (AIP requirement)

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
JW

Discretionary Investment Management Service providing bespoke diversified fund of funds approach

Min Investment

NZD $3000K

Term

4 years (AIP requirement)

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
PI

20-year strategy investing in high-margin NZ businesses expanding in large international markets

Target Return

15-20% p.a.

Min Investment

NZD $250K

Term

Open-ended

AIP EligibleWholesale OnlyRisk: HighNew Zealand
GR

Co-invest alongside top-tier Australasian PE sponsors in mid-market companies ($50-300m EV)

Target Return

12-18% p.a.

Min Investment

NZD $250K

Term

5-7 years

AIP EligibleWholesale OnlyRisk: HighNew Zealand
GD

$150M generalist fund investing in NZ-originated early-stage technology companies with global aspirations

Target Return

20% IRR

Min Investment

NZD $100K

Term

10+ years

AIP EligibleWholesale OnlyRisk: HighNew Zealand
GD

Building on Fund 3 upper quartile global performance, Pre-Seed through Series B investing

Target Return

20% IRR

Min Investment

NZD $100K

Term

10+ years

AIP EligibleWholesale OnlyRisk: HighNew Zealand
MT

Māori owned and led fund leveraging Māori economy to invest in globally scalable technology

Target Return

20% IRR

Min Investment

NZD $100K

Term

10+ years

AIP EligibleWholesale OnlyRisk: HighNew Zealand
MO

Early-stage climate-tech companies with global commercial potential. $15m committed

Target Return

20% IRR

Min Investment

NZD $100K

Term

10+ years

AIP EligibleWholesale OnlyRisk: HighNew Zealand
PO

Partnership between Point16 and Icehouse Ventures investing in next generation financial innovation

Target Return

20% IRR

Min Investment

NZD $100K

Term

10+ years

AIP EligibleWholesale OnlyRisk: HighNew Zealand
FC

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

AIP EligibleWholesale OnlyRisk: LowNew Zealand
MK

Specialist early-stage fund for companies spinning out from R&D in NZ science and technology sector

Target Return

20% IRR

Min Investment

NZD $100K

Term

10+ years

AIP EligibleWholesale OnlyRisk: HighNew Zealand
DE

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
PC

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
HE

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
HU

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
PE

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
CW

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
PI

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
BA

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
SE

Strategic investment reshaping NZ dairy farming through sustainable practices and regenerative agriculture

Target Return

9% IRR

Min Investment

NZD $100K

Term

7-10 years

AIP EligibleWholesale OnlyRisk: MediumNew Zealand
SA

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

AIP EligibleWholesale OnlyRisk: MediumNew Zealand