Quarterly Income
Regular quarterly distributions
Squirrel Wholesale Home Loan Fund
Offered by Squirrel
Conservative residential mortgage fund up to $2M per loan. First mortgage security only with lower risk profile.
Min Investment
NZD $50K
Term
Open-ended
Obsidian Contributory Mortgage Scheme
Offered by Obsidian Group
Unique choose-your-own mortgage investment. Select specific loans from manager-curated portfolio. See exactly where your money is invested with quarterly interest payments.
Target Return
4.8-7.71% p.a.
Min Investment
NZD $10K
Term
Loan-by-loan basis
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
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
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
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
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
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
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
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
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
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
Jasper Industrial Income Plus Fund 1.0
Offered by Jasper
Multi-asset industrial property fund in Auckland region with long-term leases providing passive income
Target Return
7-9% p.a.
Min Investment
NZD $25K
Term
Open-ended
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
