A home for Universities seeking term-based investments
IPO Wealth provides smart term-based investment solutions for universities seeking solid target returns.
We understand that universities are often sitting on substantial amounts of money which may struggle to keep ahead of inflation. By choosing to allocate a portion of this to IPO Wealth you have the opportunity to earn monthly income distributions and solid target returns to make your investment portfolio work harder.
Contact us to find out how IPO Wealth can assist universities.
Key Benefits for Universities
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.
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.
It is not uncommon for our investors to want access to their money earlier than anticipated for property purchases, medical expenses, holidays, and other unforeseen circumstances. You may request an early withdrawal of all or part of your investment in the IPO Wealth Fund. Processing of early withdrawal requests is subject to available liquidity and a 1.5% early exit fee.
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.
Staying true to our personalised service and point of difference, every investor receives a welcome gift courtesy of the IPO Wealth team.
You can choose to have your monthly Income distributions automatically re-invested. This can help you build up your investment.
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.
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.
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.