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Squirrel
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Fixed interest, NZ fixed interest and credit

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.

Risk indicator
2 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
2% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
$1.01242

As at 02/11/2026. Buy/sell spread 0% / 0%.

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

Investment manager
Squirrel
Fund type
Managed fund (PIE)
Asset class
Fixed interest, NZ fixed interest and credit
Management style
Active
Inception date
13/10/2021
Fund size
$250.28M as at 30/09/2026
Distributions
Monthly
Regular Investment Plan
Not available
InvestNow KiwiSaver
Not available

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

Squirrel Monthly Income Fund
 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
Squirrel Monthly Income Fund
0.48%
1.39%
5.74%
6.69%
6.61%
–
6.58%

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

Other
93.8%
Cash
6.2%

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.

Fee
Amount
What it means
Estimated annual fund charge
2% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0% / 0%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
Squirrel logo
About the manager

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 Squirrel
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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.