Equities Funds

Solutions for Equities Funds targeting better returns on idle cash


If you are an investment manager of an Australian Equities Fund there is a good chance you are sitting on idle cash earning a minimal return.

The IPO Wealth Fund provides investment solutions for Equities Fund managers seeking a better target return on their idle money. We provide an Australia-based dedicated point of contact and have investment options ranging from 3-60 months depending on your preferred investment period.

Contact us to find out how IPO Wealth can assist equity fund managers. 

 

Key Benefits for Equities Funds
Monthly Income Distributions

Our investment solutions may be of interest if you are seeking a monthly income stream from your investment.  IPO Wealth provides the option of monthly distributions paid to your nominated bank account.

No Entry or End of Term Exit Fees^

IPO Wealth does not charge an entry fee or exit fee on any part of your investment. 

^A 1.5% exit fee only applies should you choose to withdraw prior to the expiry of your investment term.  

Early Exit Available (fee applies)

It is not uncommon for our investors to want access to their money early for property purchases, medical expenses, holidays, and other unforeseen circumstances. IPO Wealth provides the ability to withdraw part of all of your investment prior to the end of your investment term subject to available liquidity and a 1.5% early exit fee.

Dedicated Client Relationship Manager

Every investor has a dedicated Australia-based point of contact and receives their direct email address and mobile number.  No call centres or automated self-help systems, no fuss.

Welcome Gift

Staying true to our personalised service and point of difference, every investor receives a welcome gift courtesy of the IPO Wealth team.

Automatically Re-invest

You can choose to have your monthly Income distributions automatically re-invested.  This can help you build up your investment.

Change Your Investment Amount

You can top up your investment at any time by simply completing a basic application form and depositing your investment monies in the Applications account. Your additional investment(s) will be made on the same terms with the same target return as your initial investment.

Low Involvement

Our experienced investment team manages your investment on your behalf, meaning you can sit back, relax, and enjoy the benefits of a fully managed investment.

Invest through Multiple Entities

Many of IPO Wealth’s investors choose to invest in multiple entities.  For example, some investors choose to invest in their personal name and self-managed super fund (SMSF), or their personal name and their company name.  This can allow you to invest your wealth across different aspects of your portfolio.

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Enquire today…

One of our friendly, Australia-based, dedicated Client Relationship Managers will contact you to assess your eligibility and outline your investment options.

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*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.