Wholesale investors only
Thank you for requesting the fund documents for the Blossum Wholesale Investment Fund. 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.
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 13 July 2026. Issued by Blossum Private Wealth Trust Limited.
Download the SIPOKey terms. Target Return of 8.00% per annum, after fees and before tax, paid as monthly income distributions. The Target Return is not guaranteed. Minimum initial investment NZ$150,000. The Fund is a Portfolio Investment Entity, with the prescribed investor rate capped at 28%. 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%.
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. Please read the Information Memorandum in full and seek independent financial, legal and tax advice before investing. Issued by Blossum Private Wealth Trust Limited.
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