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COMING SOON Blossum Retail Fund

Finance
Property
Open to: Wholesale & existing holders
Blossum Investment Holdings Ltd  ·  Coming Soon

Retail Access to
Secured Private Credit

Blossum Investment Holdings Limited is being established to provide eligible investors with exposure to professionally managed, property-secured private credit investments across New Zealand. The Company invests substantially all of its capital into the Blossum Wholesale Fund, providing shareholders with indirect exposure to the Fund's diversified secured loan portfolio.

7%
Returns p.a. (after fee, before tax)
Distributions Paid
Quarterly
$100k
Minimum Investment
Register Interest With Blossum To Get More Details
How It Works

Simple structure.
Serious results.

The Company provides investors with access to the same underlying secured lending portfolio used by wholesale investors through a transparent investment structure.

01

Investment in the Company

Register your interest and gain early access to offer documentation. Minimum commitment of $100,000 for eligible investors. Shares are issued at $1 per share.

02

Capital Invested into the Wholesale Fund

The Company invests substantially all capital into the Blossum Wholesale Fund, which originates and manages secured loans across New Zealand.

03

Professional Credit Management

The Wholesale Fund originates and manages loans secured by New Zealand property, applying disciplined credit assessment, conservative loan-to-value ratios and ongoing monitoring.

04

Quarterly Income Distributions

Income generated from the Fund's loan portfolio flows to the Company and may be distributed to shareholders as quarterly distributions. Return: 7% p.a. (after fees, before tax).

The Company Will
  • Invest substantially all capital into the Blossum Wholesale Fund
  • Provide exposure to a diversified secured loan portfolio
  • Offer access to professionally managed private credit
  • Provide quarterly dividends paid from underlying loan interest
Shares are issued at $1 per share.
The Underlying Wholesale Fund Invests In
  • First and second mortgage lending
  • Residential, commercial and development property loans
  • Property-secured SME lending
  • Short-term transitional lending
Register Interest With Blossum To Get More Details
About Blossum

Not trying to be everything.
Just doing one thing exceptionally well.

Blossum is a New Zealand-based private credit manager built around one simple idea: protect capital, manage risk conservatively, and deliver consistent income.

Their team brings deep experience across private banking, credit management, and NZ lending markets — including backgrounds at ANZ Private Banking, HSBC Global Private Banking, Fisher Funds, and ASB Group Investments.

Every loan goes through strict credit assessment, independent property valuations, and risk analysis. Only opportunities that meet their conservative criteria make it into the Fund.

To date, no capital losses have been realised on loans funded through Blossum lending programs.

*Past performance is not indicative of future results.

Stable Share Price Structure

Shares in the Company are issued at $1 per share.

Unlike many listed investment vehicles where prices fluctuate daily, the Company's structure is designed so that the share issue price remains aligned with $1 per $1 invested.

Liquidity for investors is provided through the Catalist Public Market, where shares may be bought or sold between investors.

The availability of liquidity and the price achieved on any sale is not guaranteed.

Hear from the Blossum team — how they think about credit, risk, and protecting investor capital.
Register Interest With Blossum To Get More Details
Investment Strategy

Built on disciplined
credit principles.

Secured Property Lending

Every loan backed by registered property security interests over New Zealand real estate — residential, commercial, and development assets.

Conservative LTV Ratios

Disciplined loan-to-value ratios provide a meaningful buffer between loan balances and underlying property values throughout the credit cycle.

Active Credit Monitoring

Ongoing assessment of every facility by professionals with backgrounds across ANZ Private Banking, HSBC, and global investment funds.

Quarterly Income Distribution

Returns driven by contractual interest on secured loans — 7% p.a. (after fees, before tax) paid as quarterly distributions to investors.

Capital Preservation First

Security structures designed to protect investor capital throughout the credit cycle — capital preservation is a primary objective, not an afterthought.

Listed on Catalist Public Market

Shares are traded on the Catalist Public Market, providing investors a pathway to buy or sell between investors. Liquidity and price are not guaranteed.

Stable Share Price Structure

Shares in the Company are issued at $1 per share.

Unlike many listed investment vehicles where prices fluctuate daily, the Company's structure is designed so that the share issue price remains aligned with $1 per $1 invested.

Liquidity for investors is provided through the Catalist Public Market, where shares may be bought or sold between investors.

The availability of liquidity and the price achieved on any sale is not guaranteed.

Why This Structure

Aligning retail capital with
institutional discipline.

Broadens Access to Private Credit

Eligible retail investors can now participate in secured lending strategies previously restricted to wholesale and institutional capital.

Same Underlying Investment Pool

The Company enables investors to access the same underlying secured lending portfolio used by wholesale investors through a transparent and regulated structure.

Attractive Risk-Adjusted Returns

7% p.a. (before tax) paid as quarterly distributions — compelling returns relative to traditional fixed income, backed by real property assets.

Transparent, Regulated Structure

Full offer documentation and risk disclosures provided prior to any investment under New Zealand's managed investment regime.

Please note that past performance is not a reliable indicator of future performance, and the current rates we offer could change in the future. Terms and conditions apply.
Register Your Interest
What You'll Receive

Early access before the fund opens.

  • Early access to offer documentation
  • Notification when the fund opens for investment
  • Invitations to exclusive investor briefings
  • Full details on returns, quarterly distributions and fund structure
Ready to learn more?

Complete a short form and a member of the Blossum team will be in touch with full details including the quarterly dividend schedule and fund structure.

Register My Interest

No commitment required. You will be directed to a short registration form. Full offer documentation provided prior to any investment.

Important Information

Blossum Investment Holdings Limited intends to invest substantially all of its capital into the Blossum Wholesale Fund. Full offer documentation and risk disclosures will be made available before any investment is accepted. The Company's return is 7% p.a. (before tax) paid as quarterly distributions. Returns are not guaranteed. Investment in private credit involves risk, including the potential loss of capital. This webpage is for information purposes only and does not constitute an offer of financial products. Visit our website for all terms and conditions: blossum.co.nz

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