Squirrel Monthly Income Fund
The Fund is designed to provide investors with a regular income return generated through exposure to a diversified portfolio of loans predominately secured against registered first mortgages on residential property across New Zealand.
Higher numbers mean bigger ups and downs in value.
Set by the fund manager. No InvestNow account fees.
Or $50 per fund with a Regular Investment Plan.
About this fund
The Fund is designed to provide investors with a regular income return generated through exposure to a diversified portfolio of loans predominately secured against registered first mortgages on residential property across New Zealand. Loan exposure is obtained by investing in the Squirrel Wholesale Funds scheme, whose funds obtain their loan exposure through investing via the Squirrel P2P platform operated by Squirrel. Assets of the Squirrel Wholesale Funds may include exposure to fractional and/or whole loans, as well as cash and cash equivalents.
Before investing, read the Product Disclosure Statement and latest fund update.
Fund facts
Fund performance
Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.
Growth of $10,000
Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.
What the fund invests in
A snapshot of the fund’s investments, updated from the manager’s latest fund update.
Asset allocation
As at 30/06/2026. Source: Morningstar.
Fees and costs
InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.
Fund documents
Read the Product Disclosure Statement and other fund information before you invest.
Squirrel
Squirrel offers the Squirrel Monthly Income Fund, a managed fund available on the InvestNow platform.
Learn more about Squirrel, their investment option available to InvestNow customers, and access their latest news & updates below.
Squirrel offers the Squirrel Monthly Income Fund, a managed fund available on the InvestNow platform.
Learn more about Squirrel, their investment option available to InvestNow customers, and access their latest news & updates below.
View SquirrelLearn about managed funds
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Ready to invest in Squirrel Monthly Income Fund?
Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.