Annual fund charge
2.14%
vs peer avg 1.23%
Risk indicator
2/7
1 = lower risk · 7 = higher risk
5-year return p.a.
Less than 5 years of data
peer avg 5.16%
Fund size
NZ$178.0m
78% growth · 22% income
The Fund is designed to provide investors with a regular income return generated through exposure to a diversified portfolio of loans 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
About this category
Funds that do not fit the standard asset-class categories — global listed infrastructure, digital-asset funds, peer-to-peer income funds.
About Squirrel
Peer-to-peer lender offering a monthly income fund built on its loan book.
See all funds from Squirrel →Head-to-head
Compare Squirrel Monthly Income Fund with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
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