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Wholesale Investor NZWholesale Investor NZ

Quarterly Income

Regular quarterly distributions

Return Type16 Opportunities
SQ

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

Wholesale OnlyRisk: Medium-highQuarterly Income
SQ

Conservative residential mortgage fund up to $2M per loan. First mortgage security only with lower risk profile.

Min Investment

NZD $50K

Term

Open-ended

Wholesale OnlyRisk: Low-mediumQuarterly Income
SQ

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

Wholesale OnlyRisk: MediumQuarterly Income
OB

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

Wholesale OnlyRisk: MediumQuarterly Income
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: MediumQuarterly Income
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: MediumQuarterly Income
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: MediumQuarterly Income
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: MediumQuarterly Income
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: MediumQuarterly Income
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: LowQuarterly Income
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: MediumQuarterly Income
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

Wholesale OnlyRisk: MediumQuarterly Income
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: MediumQuarterly Income
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

Wholesale OnlyRisk: MediumQuarterly Income
WC

First mortgage securities against completed homes only - lower risk than development

Target Return

10% p.a.

Min Investment

NZD $100K

Term

Medium term

Wholesale OnlyRisk: LowQuarterly Income
JA

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

Wholesale OnlyRisk: MediumQuarterly Income