Wholesale investors only
Thank you for requesting the fund documents for the Blossum AIP Wholesale Fund, our fund for the Active Investor Plus visa pathway. The Information Memorandum and the Statement of Investment Policy and Objectives are both available below.
One of our investment managers will be in touch shortly to answer any questions you may have, including how the Fund supports your Active Investor Plus application.
The offer document for the Fund, setting out the investment strategy, key terms, fees, risks and governance.
Effective 13 July 2026. Issued by Blossum Private Wealth Trust Limited.
Download the Information MemorandumThe Fund’s standing investment policy, covering objectives, permitted investments, asset allocation ranges and lending parameters.
Effective 1 July 2026. Issued by Blossum Private Wealth Trust Limited.
Download the SIPOKey terms. Target Return of 4.00% per annum. The Target Return is not guaranteed. Minimum initial investment NZ$1,000,000, with a minimum ongoing holding of NZ$500,000 and a 12 month lock-up. Loans are secured by first or second registered mortgages over New Zealand property, with a maximum weighted average portfolio loan to value ratio of 75%. Non-resident investors registered as Notified Foreign Investors may be taxed at 1.44% on New Zealand sourced interest income. Please refer to the Information Memorandum for full detail.
This page is intended for wholesale investors only, as defined in clause 3 of Schedule 1 of the Financial Markets Conduct Act 2013. It is not financial advice, and it is not immigration advice. Please read the Information Memorandum in full and seek independent financial, legal, tax and immigration advice before investing. Issued by Blossum Private Wealth Trust Limited.
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