If you’re looking for a regular income stream with capital stability, or the potential for higher average investment returns over the long term, save valuable time and let our experts manage your investments to help you achieve your short, medium and long term financial goals.
To reflect our new brand, TPT Wealth has changed the names of the Income Funds, and released a new Product Disclosure Statement (PDS) dated 2 December 2019.
Please be advised, with the implementation of the new system processing timeframes have changed.
WHAT IS A MANAGED INVESTMENT FUND?
TPT Wealth offer a range of different investment funds, depending on your goals. Each has different asset mixes and risk profiles. You can choose from short, medium to long term investments – whichever best suits your needs but always with unwavering focus and patience to achieve competitive results over the long term.
Cash and income funds
Capital stability and consistent investment returns
Cash funds (TPT At Call) and income funds (TPT Select Mortgage, TPT Fixed-Term and TPT Long-Term Funds) balance stability with consistent investment returns and are more suitable for short to medium-term investors and people looking to receive an income from their investment.
TPT At Call Fund
Minimum Term: None Minimum Balance: $1000 1 Year Performance: 0.99%
TPT Select Mortgage Fund
Minimum Term: 1 year Minimum Balance: $25,000 1 Year Performance: 2.64%
TPT Fixed Term Fund
Minimum Term: 6 months Minimum Balance: $5,000 1 Year Performance: 2.59%
TPT Long Term Fund
Minimum Term: 9 months Minimum Balance: $5,000 1 Year Performance: 2.60%
Potential for higher average investment returns over the long term.
Growth funds (TPT Australian Share, TPT International Share, TPT Diversified Property and TPT Balanced Funds) invest in a range of assets including property as well as Australian and international shares. They balance short term ups and downs with higher average investment returns over a longer period, giving you more stability and confidence in your wealth management. These are better suited to long-term investors.
TPT Australian Share Fund
1 Year Performance: 15.77%
TPT International Share Fund
1 Year Performance: 22.45%
TPT Diversified Property Fund
1 Year Performance: 19.26%
TPT Balanced Fund
1 Year Performance: 13.19%
Performance is quoted per annum after fees. These rates assume reinvestment of income and applicable net-realised capital gains over 12 months.
Past performance is not a reliable indicator of future performance.
How Managed Funds work
We combine the money from many individual investors into one large pool of funds. Our fund managers then invest these funds into assets that are not often available to smaller, individual investors. Many high performing assets are only available to institutional investors and often require large sums of money to invest initially.
Why TPT Wealth?
We have a strong track record of managing investments on behalf of our clients for over 50 years. Just one of the reasons why: ‘we are the long game’. We also navigated the global financial crisis and came out the other side strongly. Throughout our history, we have had reliable and stable returns. Plus, we have a team of skilled investment specialists so you don’t need to spend time researching yourself – we do all of the hard work for you.
WHY INVEST IN A MANAGED FUND
Managed investment funds are a great option for both experienced investors and also those who are dipping their toe in the water and just starting out. They can provide you with stable investment returns at competitive rates while being a good source of income for those who are thinking about retirement. Managed investment funds invest in a diverse range of assets, so you can spread the risk, which means your investment is likely to be more stable over the longer term. You don’t need to know a lot about where to invest or what to invest in as we pride ourselves on playing the long game by calculating the most appropriate options over time.