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05 January, 2024
Up Funds Management to Offer Exclusive Term Deposit Rates in Collaboration with Major Banks Across Australia

Up Funds Management, a prominent financial services company headquartered in Melbourne, Australia, is thrilled to announce that it is currently in advanced talks with major banks across the country to provide exclusive Term Deposit rates to retail investors.

04 January, 2024
January 24 – Looking Ahead to 2024

Global economic growth faced challenges in 2023, leading to technical recessions in several economies. Mega-cap technology companies dominated equity market returns, while other asset classes remained relatively stable.

13 December, 2023
November 23 – RBA Ends 2024 on the Narrow Path

The RBA implemented a series of rate hikes throughout 2023, resulting in a total increase of 425 basis points over 19 months. This had a significant impact on the Australian economy.

16 November, 2023
November 23 – RBA’s Hand Forced

The Reserve Bank of Australia raised interest rates by 25 basis points at its November meeting, bringing the cash rate to 4.35%, the highest in a decade.

Hybrids

Hybrid securities present an alternative, offering potentially higher returns albeit with increased risk levels.

What are Hybrids?

Interest rate securities, commonly referred to as hybrids, are exchange-traded instruments that blend characteristics of both equity and debt securities. Initially, they often resemble debt instruments upon issuance but may transform into equity under certain conditions or at a predetermined future time. It's crucial to recognize that each instrument has unique terms and conditions, necessitating careful evaluation of each security.

Up Funds Management provides easy-to-understand summaries of the key terms for each security within our research coverage.

Nuts & Bolts of Hybrids

Discover the world of Hybrid Securities

"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."

Fixed Interest Securities

Discover the variety of fixed interest investment options

Contact us

Connect with an adviser from Up Funds Management today and start shaping your financial future.


'Shaping Generational Financial Fortunes'

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Proud History & Heritage

270

Advisers

$18bn+ AUM

Assets Under Management