Flexible Terms

IPO Wealth’s term-based investment options provide you with the flexibility to deploy your capital for the timeframe that suits you

Our investors love having the ability to select between our 3, 6, 12, 24, 36 and 60 month investment options. 

Invest over multiple periods

Many investors choose to deploy their capital over multiple periods depending on when they need access to their capital.

Whether you want to invest long term and receive monthly income distributions to supplement your income, or place your money with IPO Wealth until you decide your next big investment move, our flexible investment options cater to many investor types.

Early exit available (fee applies)

IPO Wealth’s early exit option provides flexibility for those needing access to their funds prior to the end of their investment term.  Read our FAQ’s for more information about the early exit option and the early exit fee.

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. 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 and 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), the term sheet for the relevant offer, 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.