Introducing the Underdog - IPO Wealth

Introducing the Underdog We exist to serve you better

We listened to what investors had to say

The idea for establishing an investment product that catered to High Net Worth investors first came about in 2015. At the time our parent company, Mayfair 101 (which has been established since 2009), was working with a substantial number of investors internationally who voiced their dissatisfaction with traditional investment options.

Increased demand for finance solutions

Whilst we were collecting and processing this feedback, we continued to see a steady increase in demand from companies internationally seeking access to growth capital. This increased demand was largely due to the group’s presence expanding further internationally as relationships became forged in financial services hubs including London, New York, Singapore, Melbourne and Sydney.

Prior to launching IPO Wealth we spent a considerable amount of time analysing and understanding our competition. We spoke with a substantial number of their existing clients to see what was working well, what they needed to improve, and what level of return would be needed to justify moving their investment elsewhere. This process was enlightening and enabled us to tailor our investment options in a way that ensured IPO Wealth was an attractive value proposition compared to traditional investment products.

The IPO Wealth Fund was born

In January 2017 we engaged a reputable fund services provider, Vasco Investment Managers Limited, to assist us with establishing the IPO Wealth Fund. On 27 March 2017 the IPO Wealth Fund was officially launched.

Investors from across 6 states in Australia have invested in the IPO Wealth Fund, which has had an impeccable history by way of meeting its advertised target returns, and importantly is catering to the needs of High Net Worth investors who are seeking a fresh alternative that provides personalised service and better target returns.

*The IPO Wealth Fund (Fund) is a managed investment scheme, available to wholesale investors only, and not available to retail investors. Vasco Investment Managers Ltd (ACN 138 715 009, AFSL 344486) (Vasco) is the trustee of the Fund, and IPO Wealth Pty Ltd (ACN 617 039 255, AFSL Auth. Rep. No. 001 253 092) (IPO Wealth) is the investment manager of the Fund. IPO Wealth Pty Ltd is a Corporate Authorised Representative of D H Flinders Pty Ltd for the purposes of providing general advice relating to the IPO Wealth Fund only, and in no other capacity. IPO Wealth Pty Ltd is a wholly owned subsidiary of Mayfair 101. None of Vasco, IPO Wealth, nor D H Flinders Pty Ltd (ACN 149 601 596, AFSL 353001) guarantees any income or capital return from the Fund. Investments in the Fund are investments for a fixed period of time, in return for Fund units relating to period of investment, targeted return and targeted distribution timing. Target returns are intended maximum returns only, based on expected underlying investment performance, and are not guaranteed. The Fund lends monies to companies related to the investment manager, to fund private equity transactions. An investment in the Fund is not a bank deposit and is subject to a greater risk than cash investment products, including loss of income and part or all of the capital invested. You should consider this information, the Fund’s Information Memorandum (IM), and seek your own independent financial advice before investing in the Fund. IPO Wealth provides only general advice which does not consider an individual investor’s objectives, financial situation or needs.