The law normally requires people who offer financial products to give information to investors before they invest. This requires those offering financial products to have disclosed information that is important for investors to make an informed decision. The usual rules do not apply to this offer if you are a person who comes within Schedule1, clause 3(2)(a)-(c) or 3(3)(a)-(b)(ii) (inclusive) of the Financial Markets Conduct Act 2013. This includes where the amount invested upfront by the investor (plus any other investments the Investor has already made in the financial products) is $750,000 or more. If you fall within Schedule 1, clause 3 of the FMCA as a result of this exclusion, you may not receive a complete and balanced set of information. You will also have fewer other legal protections for this investment. Investments of this kind are not suitable for retail investors. Ask questions, read all documents carefully, and seek independent financial advice before committing yourself.
The MyFarm KiwiFruit Fund provides an opportunity for wholesale investors to invest in a large-scale diversified portfolio of established SunGold kiwifruit orchards and Zespri shares, targeting a long-term total return of 10% p.a.1
Having achieved a total return of 12.8% p.a in the 2025 financial year - exceeding its target total return this year2, the Fund is looking to continue its growth trajectory and is now open to investment from Wholesale Investors.
As an investor, you have an ownership stake in productive land that is already generating capital growth and healthy cash returns. You are also a shareholder in Zespri, the world’s largest kiwifruit marketer.
The current Offer provides a particularly attractive entry point - an opportunity to access Units below the new Unit issue price, backed by forecast cash distributions of 7.5–8.5 cents per Unit for the coming financial year3.
Investment highlights:
- The MyFarm KiwiFruit Fund is one of New Zealand’s largest investments in Kiwifruit production with orchards spread across Bay of Plenty and Northland. Total asset base exceeds $270 million[2].
- Income is from fruit production, lease income, and Zespri dividends.
- The target total return is 10% p.a., including target cash return 6-9% p.a.[1]
- Minimum investment is $20,000.
Stage One of the offer closes at 5pm, 30th July 2026
To find out more, obtain a copy of the IM or to discuss the KiwiFruit Fund with a MyFarm representative, please register your interest below. This Offer is open to wholesale investors only; it is not suitable for retail investors.
[1] The Fund is targeting total returns of 10% per annum (cash distributions plus capital growth) over the long-term. Cash distributions are targeted at 6-9% p.a., based on the opening NAV of that year. Returns may vary and are subject to risks as outlined in Information Memorandum dated 30th June 2026.
[2] Based on preliminary (unaudited) results as at 31st May 2026. These results remain subject to change.
[3] The Fund is forecasting cash distributions of 7.5-8.5 cents per Unit for FY27, based on current estimates. Note this is a management estimate only and is not guaranteed. Actual returns may vary.
