Investors
We work with investors to understand risk appetite and yield requirements
We align private market investors and borrowers – originating assets directly, and from the wider market – to build customised asset portfolios. We consistently marry investor needs to identified levels of risk tolerance to deliver target returns denominated in New Zealand Dollars.
Our capital is sourced from experienced long term investors.
We create access to the private credit market and help investors to build asset diversity and stable long term performance.
Our diversified portfolios include:
- Senior debt
- Secured debt
Solving Yield Allocation Challenges For Long Term Investors
Private Capital Group generates favourable risk reward opportunities to meet the needs of Institutional, Iwi and High Net Worth investors.
Our skilled team of credit specialists perform rigorous research and analysis in private markets to understand business drivers, opportunities and risks through proprietary due diligence. This approach to investment management provides investors with diversification and stable yield-oriented income over a long-term horizon.
New Zealand Direct Lending
PCG Diversified New Zealand Private Debt Fund (NZPDF)
https://www.morningstar.com.au/investments/security/fund/25822
- A New Zealand PIE (Portfolio Investment Entity).
- NZPDF is a wholesale, open-ended fund that provides investors access to senior secured direct lending exposure.
- NZPDF is managed by New Zealand Private Debt Management Limited (company number 8132591, NZBN 9429048716864) (“NZPDML) a 100% subsidiary of PCG.
| Fund Features | |
|---|---|
| Structure | An open-ended, Inland Revenue approved, PIE |
| Valuations | Weekly |
| PIE Fund Inception | 28 March 2022 and first investors joined during May 2022 |
| Target return | OCR + 4% (net of fees) with 100% of assets structured on a floating rate |
| Distributions | Monthly. 100% of income generated on fund assets accrues to the fund. PCG applies all origination fees and other remuneration from borrowers to investors |
| Fees | 0.75% Management Fee |
| Currency | The fund and its assets are NZD denominated |
| Trustee & Custodian | Public Trust |
| Fund Administrator | Adminis |
| Fund Auditor | EY |
NZTE Acceptable Managed Fund
PCG meets the requirements for an Acceptable Managed Fund under the NZTE (New Zealand Trade and Enterprise - a New Zealand Government entity) Active Investor Plus visa programme.
We have brought in a number of investors into the fund under the AIP Visa to enable investors to achieve their migration goals. The PCG NZ Debt Fund represents the longest running credit fund on the programme and is available for direct investment or via all leading wealth management and immigration advisory firms.
To help ensure that investments into managed funds result in good outcomes for New Zealand, a process has been established to qualify managed funds for investment under the Active Investor Plus visa.
Contact us
Our experience and knowledge enables us to present the most suitable financing solutions for your business.
