Investment Products
Discover a comprehensive range of investment solutions designed to help you build and preserve wealth.
Our Investment Solutions
Choose from a diverse range of products to build a portfolio that matches your goals.
Mutual Funds
Equity Funds
Invest in a diversified portfolio of stocks across various sectors and market capitalizations.
- ✓ Australian Equity Fund
- ✓ Global Equity Fund
- ✓ Emerging Markets Fund
- ✓ Small Cap Growth Fund
Fixed Income Funds
Generate steady income through high-quality bonds and fixed-income securities.
- ✓ Government Bond Fund
- ✓ Corporate Bond Fund
- ✓ High Yield Bond Fund
- ✓ Short-Term Bond Fund
Balanced Funds
Combine stocks and bonds for a balanced approach to growth and income.
- ✓ Conservative Balanced Fund
- ✓ Moderate Balanced Fund
- ✓ Growth Balanced Fund
- ✓ Target Date Funds
Exchange-Traded Funds (ETFs)
Low-cost, tax-efficient investment vehicles that trade like stocks but offer the diversification of mutual funds.
Index ETFs
Track major market indices like the ASX 200, S&P 500, and MSCI World Index.
Sector ETFs
Target specific sectors like technology, healthcare, financials, and energy.
International ETFs
Gain exposure to global markets including Europe, Asia, and emerging economies.
Why Choose ETFs?
- Low Fees: Expense ratios as low as 0.03%
- Liquidity: Trade throughout the day
- Transparency: Holdings disclosed daily
- Tax Efficiency: Minimize capital gains
Managed Portfolios
Robo-Advisory
Automated portfolio management using advanced algorithms and modern portfolio theory.
Management Fee: 0.25% annually
Minimum: $5,000
Personal Advisor
Work one-on-one with a dedicated financial advisor for personalized guidance and planning.
Management Fee: 0.50% annually
Minimum: $50,000
Private Wealth
Comprehensive wealth management for high-net-worth individuals and families.
Management Fee: Custom pricing
Minimum: $500,000
Initial Public Offerings (IPOs)
Access exclusive IPO opportunities and invest in companies at their earliest public trading stage.
Primary Market Access
Invest directly in new company offerings before they trade on public exchanges.
Growth Potential
Early access to high-growth companies in technology, biotech, and emerging industries.
Allocation Priority
Priority access to oversubscribed IPOs through our institutional relationships.
IPO Investment Benefits
- Potential Upside: First-day price appreciation
- Research Access: Detailed company analysis
- Due Diligence: Thorough underwriting review
- Lock-up Period: Long-term investment focus
Digital Assets
Cryptocurrency Funds
Diversified exposure to established cryptocurrencies through regulated investment vehicles.
- ✓ Bitcoin Core Fund
- ✓ Ethereum Growth Fund
- ✓ Multi-Asset Crypto Fund
- ✓ DeFi Yield Strategies
Management Fee: 1.50% annually
Minimum: $10,000
Digital Asset ETFs
Exchange-traded funds providing exposure to cryptocurrency markets with traditional investment features.
- ✓ Bitcoin ETF
- ✓ Ethereum ETF
- ✓ Crypto Index ETF
- ✓ Thematic Blockchain ETF
Expense Ratio: 0.75% annually
Minimum: 1 share
Compare Investment Products
Find the right investment solution for your needs.
| Feature | Mutual Funds | ETFs | Managed Portfolios |
|---|---|---|---|
| Minimum Investment | $1,000 | 1 share | $5,000+ |
| Trading | End of day | Real-time | Managed |
| Management Style | Active/Passive | Passive | Active |
| Typical Fees | 0.50% - 1.50% | 0.03% - 0.50% | 0.25% - 0.75% |
| Best For | Long-term investors | Cost-conscious investors | Hands-off investors |
Ready to Invest?
Open an account and start building your investment portfolio today.