The Information Memorandum, SIPO and fund details for the Blossum Wholesale Investment Fund, a New Zealand PIE fund that lends against registered first and second mortgages over NZ property. Target return of 8% p.a. (after fees, before tax), paid as monthly income distributions, with the prescribed investor rate capped at 28% for individuals.
Returns are not guaranteed and may vary. Please read the Information Memorandum before investing.
Get the Investor PackTakes about a minute. An investment manager follows up to answer questions, with no obligation.The offer document for the Fund, setting out the investment strategy, key terms, fees, risks and governance.
The Fund’s standing investment policy, covering objectives, permitted investments, asset allocation ranges and lending parameters.
A plain-English summary of how the Fund works: the target return of 8% p.a. (after fees, before tax), monthly distribution mechanics, PIE tax treatment with the prescribed investor rate capped at 28% for individuals, the NZD $150K minimum, and withdrawal terms. Returns are not guaranteed and may vary.
The application steps, wholesale investor certification requirements, and what happens after you apply. One of our investment managers will also be in touch to answer any questions you may have.
Add your details and we will email you the Information Memorandum, SIPO and fund details.
This offer is available to wholesale investors only, as defined in clause 3 of Schedule 1 of the Financial Markets Conduct Act 2013. It is not intended for retail investors and nothing on this page is financial advice. Not sure whether you qualify? Select “Not Sure” above and we will help you check.
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Not sure if you qualify as a wholesale investor? Use our eligibility check to find out in a couple of minutes, or select “Not Sure” in the form above and we will help you work it out.
Blossum Private Wealth Trust Limited is the Manager of the Blossum Wholesale Investment Fund, a New Zealand Wholesale PIE Fund.
Every loan is secured by a registered first or second mortgage over New Zealand property.
The loan book runs to a maximum weighted average loan-to-value ratio of 75%, keeping an equity buffer across the portfolio.
Distributions are funded by interest earned across the loan book, not by any single loan, and are paid monthly. Returns are not guaranteed and may vary.
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. The target return of 8% p.a. (after fees, before tax) is a target only; returns are not guaranteed and may vary. Past performance is not a reliable indicator of future performance. Please read the Information Memorandum in full and seek independent financial, legal and tax advice before investing. Blossum Private Wealth Trust Limited is the Manager of the Blossum Wholesale Investment Fund.