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Fund manager

Squirrel

Squirrel Investments Limited

Peer-to-peer lender offering a monthly income fund built on its loan book.

Funds tracked
1
Headquarters
Auckland
Squirrel websiteRead the Squirrel review →

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Infrastructure, Bitcoin and specialty income funds.

1 fund
Squirrel Monthly Income Fund
Fee
2.14%
Risk
2/7
PIE · capped at PIR (max 28%)

Questions about Squirrel

How many managed funds does Squirrel offer in New Zealand?▾

Squirrel runs 1 retail managed fund available to New Zealand investors, across 1 asset class: Other. Counts are taken from the FMA Disclose register.

What does Squirrel charge?▾

Annual fund charges across Squirrel's 1 fund with published data range from 2.14% to 2.14% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Squirrel a licensed fund manager in New Zealand?▾

Squirrel operates in New Zealand as Squirrel Investments Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Squirrel's funds PIEs?▾

1 of Squirrel's 1 fund is a Portfolio Investment Entity (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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