Fixed Interest Securities
Up Funds Management provides clients with portfolio diversification through fixed interest securities.
What are Fixed Interest Securities?
Fixed interest securities are investment tools that offer both investment income and portfolio diversification. These products, including term deposits, bonds, and floating rate notes, play a pivotal role in our clients' investment strategies. Especially during periods of increased market volatility, fixed interest investments serve as a stabilizing force while offering attractive returns.
The ASX listed interest rate securities market is a popular choice in Australia, featuring regular issuances of hybrid securities (fixed interest securities with equity characteristics), fixed and floating rate securities, and government securities. Up Funds Management actively participates in this market, often involved in new issues within the Australian market.
Our Fixed Income Team also provides access to a variety of unlisted Australian and international bonds, catering to a broad range of Australian wholesale clients, institutional fund managers, corporate entities, and high-net-worth individuals.
Types of Fixed Interest Securities
Balanced Portfolio Diversification
Up Funds Management offers a unique term deposit service (minimum investment $10,000) that allows clients to invest efficiently with a variety of major financial institutions and banks. This service is advantageous for assessing market interest rates and streamlining paperwork.
The benefits of investing through Up Funds Management are:
- A straightforward and comprehensible investment
- Access to competitive interest rates from various Australian banking and deposit-taking institutions
- Guaranteed fixed rate of return for a predetermined period
- Investment terms ranging from one month to 5 years
- Regular updates with a “Term Deposit Rate Sheet” featuring current interest rates from various banks for different maturities
- Notifications of “Special” interest rates as they become available
- Simple instructions for rollover, maturity, or changing banking institutions upon maturity
- Reporting options depending on the service used
The ASX listed fixed interest market now encompasses hybrid securities, fixed and floating rate securities, and government securities.
Up Funds Management frequently serves as a joint manager on Initial Public Offerings (IPOs) in this market, ensuring clients have priority access to new issues. This role adds diversity to client portfolios through a range of blue-chip Australian corporates and banks. As a significant arranger in this emerging Australian market, Up Funds Management is a major player in the secondary market trading of these securities, providing clients with the transparency and liquidity of the ASX.
Balance your investment portfolio with predictable returns.
Wholesale Bonds are fixed income investments offering predictable income payments with reduced capital risk.
A diversified, wholesale bond portfolio can yield a known return while enhancing your overall investment portfolio's capital security, diversity, and cash flow.
Click here for more information about Wholesale Bonds Service.
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"Up Funds Management is renowned for its prudent investment advice and in-depth market analysis, playing a pivotal role in wealth building for numerous investors over generations."
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UP Funds Management PTY Limited
525 Collins Street, Melbourne, Victoria 3000
Tel: +61 3 7044 7500
Email: info@upfundsau.com
ABN: 51 164 061 876
AFS License Number: 482848
ACN: 164 061 876
Financial Disclaimer:
Up Funds Management PTY Limited ("Up Funds Management") does not offer Cryptocurrency products and is unable to provide any information on Cryptocurrency products. We strongly recommend consulting with a qualified financial professional or advisor when considering investments in any type of asset or security, including Cryptocurrency products.
Furthermore, if you are contacted by any entity or company claiming to be Up Fund Management, particular Upfunds Pty Ltd, please be aware that this is not associated with or representative of Up Funds Management. We advise caution and encourage you to verify the authenticity of any such communications or offers independently. Up Funds Management is committed to ensuring the security and trust of our clients, and we do not endorse or have any affiliation with entities operating under similar names.
Investment decisions should be made after thorough research and consultation with a financial expert to assess your individual financial goals, risk tolerance, and investment strategy. Up Funds Management is not responsible for any financial decisions made without professional advice and is not liable for any actions taken in response to fraudulent or unauthorized communications from other parties.
Up Funds Management PTY Limited All rights reserved.