OBSIDIAN CONTRIBUTORY MORTGAGE SCHEME

OBSIDIAN CONTRIBUTORY MORTGAGE SCHEME

OBSIDIAN GROUP LIMITED
obsidiangroup.co.nz

There are some aspects of this fund which may require extra consideration before deciding to invest.

FMA exemption

Some funds are exempted from the disclosure requirements, so certain information may not be available for these offers. Or the information provided might be in a different form, given the bespoke nature of the offer. Here's more on Financial Markets Authority exemptions.

Financial Markets Conduct (Obsidian Contributory Mortgage Scheme) Exemption Notice 2024

Issuer's description of this product:
This is an offer of interests in Obsidian Contributory Mortgage Scheme (the Scheme). Your money will be invested by Obsidian Group Limited (the Manager) in loans secured by mortgages, which you choose to be in your portfolio. The Manager selects the loans you can choose from to include in your portfolio. The Manager also manages and administers the loans in your portfolio.

Minimum investment

$0.00

This is the minimum amount you would need to put into this in order to invest.

Closing date

None

This offer does not have a closing date and is a continuous issue. It's likely you'll be able to invest for the foreseeable future.

Scheme type

Mortgage

This is a mortgage investment scheme.


Key facts

Provider website

Key documents

These are the most important documents that a provider is required to file about this investment.


Product disclosure statement

Before you invest in a product like a fund, you are given a PDS which has essential details about it and the company providing it. Here's more on how to read a PDS.

PDS 12 May 2025.pdf

How this investment works, including about the provider, risks, costs and potential returns

PDF, 730.51 KB

Additional disclosure documents

These are more documents from the provider that can contain interesting information.

Loansofferedbythe Scheme 30 Sept 2019.pdf

Loans offered by the Scheme for the Quarter ending 30 September 2019

PDF, 39.37 KB

Loansofferedbythe Scheme 30 June 2021.pdf

Loans offered by the Scheme for the quarter ending 30 June 2021

PDF, 35.56 KB

Loansofferedbythe Scheme 30 Sept 2025.pdf

Loans offered by the Scheme for the quarter ending 30 September 2025

PDF, 87.33 KB

Loansofferedbythe Scheme 30 Sept 2024.pdf

Loans offered by the Scheme for the quarter ending 30 September 2024

PDF, 52.25 KB

Loansofferedbythe Scheme 30 June 2023.pdf

Loans offered by the Scheme for the quarter ending 30 June 2023

PDF, 45.62 KB

Loansofferedbythe Scheme 30 September 2020.pdf

Loans offered by the Scheme for the quarter ending 30 September 2020

PDF, 44.75 KB

Loansofferedbythe Scheme 30 Sept 2021.pdf

Loans offered by the Scheme for the quarter ending 30 September 2021

PDF, 36.67 KB

Loansofferedbythe Scheme 31 Mar 2025.pdf

Loans offered by the Scheme for the quarter ending 31 March 2025

PDF, 53.53 KB

Loansofferedbythe Scheme 31 Dec 2018.pdf

Loans offered by the Scheme for the quarter ending 31 Dec 2018

PDF, 25.45 KB

Loansofferedbythe Scheme 31 Mar 2021.pdf

Loans offered by the Scheme for the quarter ending 31 March 2021

PDF, 36.68 KB

Loansofferedbythe Scheme 31 Dec 2024.pdf

Loans offered by the Scheme for the quarter ending 31 December 2024

PDF, 55.73 KB

Loansofferedbythe Scheme 31 Dec 2020.pdf

Loans offered by the Scheme for the quarter ending 31 December 2020

PDF, 48.24 KB

Loansofferedbythe Scheme 31 Mar 2020.pdf

Loans offered by the Scheme for the quarter ending 31 March 2020

PDF, 40.97 KB

Loansofferedbythe Scheme 30 Sept 2023.pdf

Loans offered by the Scheme for the quarter ending 30 September 2023

PDF, 47.94 KB

Loansofferedbythe Scheme 30 Sept 2022.pdf

loans offered by the Scheme for the quarter ending 30 September 2022

PDF, 42.33 KB

Loansofferedbythe Scheme 31 Mar 2022.pdf

Loans offered by the Scheme for the quarter ending 31 March 2022

PDF, 41.09 KB

Loansofferedbythe Scheme 31 Dec 2021.pdf

Loans offered by the Scheme for the quarter ending 31 December 2021

PDF, 37.88 KB

Loansofferedbythe Scheme 30 June 2020.pdf

Loans offered by the Scheme for the quarter ending 30 June 2020

PDF, 41.28 KB

Loansofferedbythe Scheme 31 Dec 2025.pdf

Loan offered by the Scheme for the quarter ending 31 December 2025

PDF, 87.84 KB

Loansofferedbythe Scheme 31 Mar 2024.pdf

Loans offered by the Scheme for the quarter ending 31 March 2024

PDF, 48.95 KB

Loansofferedbythe Scheme 30 June 2024.pdf

Loans offered by the Scheme for the quarter ending 30 June 2024

PDF, 50.10 KB

Loansofferedbythe Scheme 31 Dec 2023.pdf

Loans offered by the Scheme for the quarter ending 31 December 2023

PDF, 48.88 KB

Loansofferedbythe Scheme 30 June 2022.pdf

Loans offered by the Scheme for the quarter ending 30 June 2022

PDF, 39.01 KB

Loansofferedbythe Scheme 30 June 2025.pdf

Loans offered by the Scheme for the quarter ending 30 June 2025

PDF, 52.62 KB

Loansofferedbythe Scheme 31 Dec 2022.pdf

Loans offered by the Scheme for the quarter ending 31 December 2022

PDF, 41.45 KB

Loansofferedbythe Scheme.pdf

Loans offered by the Scheme for Quarter ending 30 September 2018

PDF, 23.25 KB

Loansofferedbythe Scheme 31 Dec 2019.pdf

Loans offered by the Scheme for the quarter ending 31 December 2019

PDF, 39.21 KB

Loansofferedbythe Scheme 31 Mar 2023.pdf

Loans offered by the Scheme for the quarter ending 31 March 2023

PDF, 45.54 KB

Loansofferedbythe Scheme 31 Mar 2019.pdf

Loans offered by the Scheme for the quarter ending 31 Mar 2019

PDF, 27.68 KB

Loansofferedbythe Scheme 30 June 2019.pdf

Loans offered by the Scheme for the Quarter ending 30 June 2019

PDF, 34.07 KB

Loans offered by the Scheme 31 Mar 2026.pdf

Loans offered by the Scheme for the quarter ending 31 March 2026

PDF, 88.13 KB

Statement of investment policy and objectives (SIPO)

A SIPO tells you where the fund managers are coming from. It sets out the governance and management framework, philosophy, strategies and objectives for this investment.

SIPO Final.pdf

Statement of investment policy and objectives

PDF, 900.21 KB

Additional details


Scheme manager

Name

OBSIDIAN GROUP LIMITED

Type

NZ Limited Company

NZBN

Supervisor

Name

COVENANT TRUSTEE SERVICES LIMITED

Offer details

Date registered

15 June 2018

Date opened

22 June 2018

Closing date

None

Further payments may be required

Yes

Restrictions on transfer

No

Convertible product

No

Intending to list

No

Schedule 1 exemption

No

FMA exemption

Yes

Reference numbers

Offer

OFR12429: OBSIDIAN CONTRIBUTORY MORTGAGE SCHEME

Scheme

SCH12428: OBSIDIAN CONTRIBUTORY MORTGAGE SCHEME

Next Steps

Want to know more about this investment or how it compares to others? Have a look at its peers.

Compare with other Other Managed Investment Products

Product disclosure statement

Take a deeper dive into the PDS, which has essential details about this offer and the company providing it. Here's more on how to read a PDS.

Getting investment advice

Good advice is gold. Everyone can benefit from expert advice, provided the adviser has your interests at heart. Here's how to find one and key questions to ask.

Interested in investing in this offer? Visit the provider's website. obsidiangroup.co.nz