New Zealand
New Zealand focused
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
Pacific Channel Fund V (Renewable Energy)
Offered by Pacific Channel
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
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
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
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
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
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
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)
Pioneer Capital Private Equity V
Offered by Pioneer Capital
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
Greenmount Co-Investment Fund No.1 LP
Offered by Greenmount Capital
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
GD1 Fund 3 LP
Offered by GD1
$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
GD1 Fund 4 LP
Offered by GD1
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
Maūi Toa Fund 1
Offered by Maūi Toa
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
Motion Capital
Offered by Motion Capital
Early-stage climate-tech companies with global commercial potential. $15m committed
Target Return
20% IRR
Min Investment
NZD $100K
Term
10+ years
New Zealand Fintech Fund
Offered by Point16
Partnership between Point16 and Icehouse Ventures investing in next generation financial innovation
Target Return
20% IRR
Min Investment
NZD $100K
Term
10+ years
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
Matū Karihi Fund
Offered by Matū Karihi
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
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
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
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
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
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
Seedling Next Gen Agri Limited Partnership
Offered by Seedling
Strategic investment reshaping NZ dairy farming through sustainable practices and regenerative agriculture
Target Return
9% IRR
Min Investment
NZD $100K
Term
7-10 years
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
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)
