Investment funds / non-KiwiSaver / Bonds / New Zealand
The Squirrel Monthly Income Fund is designed to provide investors with a regular income return generated through exposure to a diversified portfolio of loans predominately secured against registered first mortgages on residential property across New Zealand. Loan exposure is obtained by investing in the Squirrel Wholesale Investment Funds scheme (“Squirrel Wholesale Funds”), whose funds obtain their loan exposure through investing via the Squirrel peer-to-peer (“P2P”) platform operated by Squirrel Money Limited (”Squirrel”). Assets of the Squirrel Wholesale Funds may include exposure to fractional and/or whole loans, as well as cash and cash equivalents.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.