5 Year Investment Term
Our 60 month investment term offers the highest target rate of return within the IPO Wealth Fund.
The option of monthly income distributions means the potential for a high yield coupled with an income stream over a longer term.
Our 60 month investment option may interest:
- SMSF investors
- Self-funded retirees
- Investors seeking an income stream
- High Net Worth investors seeking portfolio diversification
Note: Offer available to wholesale investors only. Not available to retail investors. Click here to see if you qualify.
^Current rates offered are target returns. Click here to learn more.
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.
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.
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.
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.
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.
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.