Wholesale Investor NZWholesale Investor NZ

Open Ended

No fixed term, evergreen structure

Investment Term6 Opportunities
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: MediumOpen Ended
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: MediumOpen Ended
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: MediumOpen Ended
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: MediumOpen Ended
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: HighOpen Ended
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: MediumOpen Ended