Collinson Active Investor Plus Approved Funds

Collinson Active Investor Plus

  • Suitable for NZ Active Investor Plus (AIP) visa applicants.
  • The information below provides an outline of your specific investment requirements, and
  • How to manage asset allocation across the Collinson Cash Fund and the Collinson Funds Managerment approved AIP fund.

Collinson Wealth New Zealand Investment Fund (Sub-Fund 2):

  • An acceptable managed fund under the Active Investor Plus visa program, approved by New Zealand Trade and Enterprise (NZTE) with an AIP weighting of 2x. 
  • Investors will meet the AIP required investment by investing NZ$7.5m into Collinson Wealth New Zealand Investment Fund (Sub-Fund 2).
  • Sub-Fund 2: Growth Business Loans is an investment vehicle that makes loans to growth-oriented NZ businesses. The sub-fund targets companies in the expansion phase that have already established reliable revenue streams, but have the potential to significantly increase these revenue streams with capital investment.

Key points of AIP investment

Step 1: Transfer your nominated funds into NZ after the application is approved in principle by Immigration New Zealand

  • The funds must be transferred into acceptable holding investments (including via a foreign exchange company or money transfer business) directly to New Zealand in 6 month. 

  • The Collinson Cash Fund is an acceptable holding investment that provides flexibility and targets investment returns better than bank rates. 

  • Noting that additional funds cannot be transferred for the purposes of the visa during the 48-month ‘investment period’ has started..

Step 2: Invest in Collinson Funds AIP product for 4 years

Flowchart of AIP investment timeline and asset allocation
Start

$ 7.5M

$7.5m invested with Collinson

Start

$ 0.5M

Sub-Fund 2

Start

$ 7.0M

Cash Fund

$3.25M Invest
to Sub-Fund 2

Within 18Mon

$ 3.75M

Sub-Fund 2

$ 3.75M + Return

Cash Fund

$3.75M Invest
to Sub-Fund 2

Within 36Mon

$ 7.5M

Sub-Fund2

Remain Balance

Cash Fund

Finished

$ 7.5M + Investment Return

$7.5m investment plus 48 month investment return

Table view of AIP investment timeline and asset allocation
Timeframe Sub-Fund 2 Cash Fund Total Investment
1st Month
$ 0.5m
$ 7.0m
$ 7.5 m
Within 18 Months
$3.75m
$3.75m
$7.5m plus Investment Return
Within 36 Months
$7.5m
$0
$7.5m plus Investment Return
48th Month
$7.5m
$0
$7.5m plus Investment Return
Start

$ 7.5M

$7.5m invested with Collinson

Start

$ 0.5M

Collinson Sub Fund #2

(Asset backed lending fund)

Start

$ 7.0M

Collinson Cash Fund

(Cash investment)

18-36 Months

$ 3.75M

Collinson Sub Fund #2

(Asset backed lending fund)

18-36 Months

$ 3.75M

Collinson Cash Fund

(Cash investment)

36-48 Months

$ 7.5M

Collinson Sub Fund #2

(Asset backed lending fund)

36-48 Months

Balance

Collinson Cash Fund

(Cash investment)

Finished

$ 7.5M + Investment Return

$7.5m investment plus 48 month investment return

Table view of AIP investment timeline and asset allocation
Timeframe Sub Fund 2 Cash Fund Total Investment
1st Month
$ 0.5m
$ 7.0m
$ 7.5 m
Within 18 Months
$3.75m
$3.75m
$7.5m plus Investment Return
Within 36 Months
$7.5m
$0
$7.5m plus Investment Return
48th Month
$7.5m
$0
$7.5m plus Investment Return
Beginning
0 month
$0.5m to be invested
Within 18 months
50% to be invested
Within 36 months
100% to be invested
48 month
100% to be invested
Finished
Transfer $7.5m to New Zealand
Make your first acceptable investment
  • Minimum NZ$0.5m invested into Sub Fund 2. 
  • Balance invested into Collinson Cash Fund.
Immigration New Zealand 1st check
  • 50% (Minimum of NZ$3.75m) invested into Sub Fund 2. 
  • Balance invested into Collinson Cash Fund.
Immigration New Zealand 2nd check
  • 100% (Minimum of NZ$7.5m) invested into Sub Fund 2. 
  • Total NZ$7.5m Investments must be held for a further 12 months.
Immigration New Zealand final check-in
  • Immigration New Zealand checks all visa conditions are met.
  • Apply for NZ permanent residency.
Success

About New Zealand Active Investor Plus (AIP) visa

With an Active Investor Plus visa, you can:

• live, work or study in New Zealand full-time, or come and go as you wish (the minimum requirement is 117 days in New Zealand over 4 years)

• bring your family with you

• select from a wide range of investment opportunities

• apply for permanent residency after 4 years.

The table below is sourced from information provided by Immigration New Zealand

The visa requires the investor to:

  • invest a total of between NZ$5 million and NZ$15 million (depending on a weighting system that incentivises more ‘active’ investments)

  • invest across three years and maintain the investment for a further fourth year

  • spend 117 days in New Zealand across the 4-year conditional visa period.