Sign up Australia
Proactive Investors - Run By Investors For Investors

IPO Wealth Fund attracts $50 million in investments and is well on way to $100 million

The fund provides wholesale investors with an opportunity to achieve investment returns via term-based investment options.
Increasing stacks of coins
The IPO Wealth Fund is attracting a lot of interest and achieving strong growth

IPO Wealth Fund has passed the milestone of $50 million in investments since it was established in March 2017 and is well on track to exceed $100 million by the end of the year.

For investors seeking an attractive steady income stream, the IPO Wealth Fund is attracting a lot of interest and achieving strong growth.

Shift of trust away from banks

This is strengthened by a shift of trust away from banks due to low interest rates, a lack of focus on wholesale and sophisticated investors, and the Royal Commission.

WATCH: IPO Wealth surpasses $50m and capitalises on shift away from banks

A subsidiary of Australian-based Mayfair 101, the IPO Wealth Fund provides wholesale investors with an opportunity to achieve investment returns via term-based investment options.

“Attractive alternative”

IPO Wealth managing director James Mawhinney said investors considered the fund an attractive alternative to investment property, stock market investments and traditional bank-issued term deposits.

He said, “The banking sector is predominantly tailored towards retail investors, leaving high net worth investors with a disproportionately low level of returns and/or customer service relative to their investment amounts.

“We recognise that this is a shortfall in the existing banking system.

“We developed the IPO Wealth Fund to provide investors with target returns that are higher than inflation for a start and certainly a lot more attractive than other available options.”


The IPO Wealth Fund offers six different investment options ranging from terms of 3 to 60 months.

Most popular with investors is the 12-month investment option offering an annual target income return of 4.45%. Like with all investments, investors should consider the risks outlined prior to making an investment in the fund.

Investment amounts accepted from wholesale and sophisticated investors range from a minimum of $100,000 to a maximum of $20 million. These investment options are not available to retail investors.

Mawhinney said, “By seeking higher yielding investments around the world, the fund provides investors with the opportunity to earn attractive investment returns with regular monthly distribution payments.”

Self-funded retirees a major market

High net worth investors include many self-funded retirees who have accumulated a bit of a nest egg and IPO Wealth Fund is drawing them confidently.

It is also attracting companies frustrated by the lower returns offered by other financial institutions in the current low interest environment.

As well as the higher than average returns and monthly distributions, Mawhinney said the fund’s level of service was helping to attract investors.

“Super personalised” level of service

“The fund is super personalised right through to our investors having direct mobile numbers and email addresses of our staff,” he said.

“We often fly anywhere in Australia to meet investors face-to-face if they wish.

“This level of service is evidenced in the online reviews we receive, with almost all of these being four or five stars.”

Investments cover 10 countries

The IPO Wealth Fund provides a loan, secured by a general security agreement, to Mayfair 101 which deploys these funds in a diverse range of private equity investments around the world.

These investments span 10 countries, and many are focused on socially responsible outcomes.

Mayfair 101 is required to repay the loans together with interest to the IPO Wealth Fund.

Mawhinney said, “Like all investment, investors should consider the risks and the terms of any offer prior to making a decision.”

He added, “We are super keen to give the banks a run for their money. They are sitting on several hundred billion worth of term deposits and if we can attract even half of one per cent of that, we have a fund well into the billions of dollars.”

View full IPO profile View Profile

IPO Wealth Timeline

Related Articles

July 12 2018
There’s a good chance one (or all) might end up being the future for Braveheart.
June 27 2018
The mineral resources investor thinks the macroeconomic environment is favourable to the mining sector. It has four investments that over the next 18 months or so could see it repeat the success it had with its investment in the Prognoz silver project in Russia.

No investment advice

The information on this Site is of a general nature only. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions. You acknowledge and understand that neither the Company, its related bodies corporate, the information providers or their affiliates will advise you personally about the nature, potential value or suitability of any particular security, portfolio of securities, transaction, investment strategy, or other matter. You should read our FSG and any other relevant disclosure documents and if necessary seek persona advice prior to making any investment decision.

You understand and agree that no Content (as defined below) published on the Site constitutes a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable or advisable for any specific person.

You understand that in certain circumstances the Company, its related bodies corporate, the information providers or their affiliates may have received, or be entitled to receive, financial or other consideration in connection with promoting, and providing information about, certain entities on the Site and in communications otherwise provided to you.

You understand that price and other data is supplied by sources believed to be reliable, that the calculations herein are made using such data, and that neither such data nor such calculations are guaranteed by these sources, the Company, the information providers or any other person or entity, and may not be complete or accurate. From time to time, reference may be made in our marketing materials to prior articles and opinions we have published. These references may be selective, may reference only a portion of an article or recommendation, and are likely not to be current. As markets change continuously, previously published information and data may not be current and should not be relied upon.

Before you act on any general advice we provide, please consider whether it is appropriate for your personal circumstances.

© Proactive Investors 2018

Proactive Investors Australia PTY LTD ACN:132787654 ABN:19132787654.

Market Indices, Commodities and Regulatory News Headlines copyright © Morningstar. Data delayed 15 minutes unless otherwise indicated. Terms of use