Investment Options
From Australian and International shares to ETPs, bonds, term deposits and more, our clients have a wealth of options when it comes to investing.
Our Approach
When constructing an investment portfolio, clients are faced with a wealth of choice, which includes varying degrees of risk and potential returns. This highlights the value of advice which your financial adviser, or Private Wealth Adviser as we call them at Ords, can bring to your portfolio’s success. By working with your adviser, we can help tailor your investment choices to your financial position, short or long-term goals, all while aligning your them to your risk appetite.
Exchange-Traded Products(ETPs)
ETPs are products traded on an exchange, such as the ASX, which invest in a variety of securities. There are varying types of ETPs, each with varying benefits and risks, and include Exchange Traded Funds (ETFs), Exchange Traded Managed Funds (ETMFs) and Structured Products (SP).
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Fixed Interest
In the ever-shifting landscape of investments, finding stability and reliable returns can be akin to discovering a hidden gem. Enter fixed-interest investments – the unsung heroes of many successful investment portfolios. Term deposits, bonds, and floating rate notes, collectively known as fixed-interest products, are pivotal in helping investors achieve their financial goals.
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Bonds
Bonds deliver predictable income with lower risk to your capital.
Banks, companies and governments issue bonds as a way of raising funds and upon purchase, they are legally obligated to pay interest and repay the bond’s face value at maturity.
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Hybrids
Hybrids, also known as interest rate securities, are a popular diversification investment vehicle for clients as they include an income stream and typically provide a higher yield when compared to bonds.
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Cash Management Trust (CMT)
The current CMT rate is [auto feed]% p.a.
Built for investors, our CMT is a transaction account which allows you to earn a higher interest rate on cash you’re keeping for investment opportunities. Park investment funds until an opportunity arises and earn a competitive return along the way.
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Term Deposits
Term deposits offer the certainty of a fixed interest rate over a fixed period (term). They are popular with investors seeking low risk regular income or wanting to park cash over a fixed period whilst enjoying a higher interest rate than a transactional bank account.
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Margin Lending
In the right hands, investment lending is a powerful tool for diversifying your assets and accelerating wealth creation.
Margin Lending allows you to borrow money which you use, in addition to your own money, to invest in various investments. These include shares, ETFs and managed funds, allowing you to potentially amplify returns.
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Managed Funds
A managed fund is a type of investment vehicle that pools money from multiple investors and uses these funds to purchase a portfolio of investment assets such as shares or bonds. When someone buys units in a managed fund, they gain part-ownership of all the underlying assets the fund owns.
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Alternative Investments
Alternative investments, also known as non-traditional investments, are generally defined as assets that fall outside the realm of traditional investments such as shares, bonds and cash. They encompass a wide range of investments including private equity, private credit, hedge funds, digital assets and physical assets.
Benefits of including alternative assets in an investment portfolio include:
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With a wealth of available investment options, partner with Ords to design your diversified portfolio
Insights that count
Discover the best opportunities to outperform the market. Our research team dig deep into the market, company and stock data to bring you insights others might overlook.
NIB Holdings (NHF) - Upside on offer
NIB Holdings engages in the underwriting and distribution of private health, life, and living insurance to residents, international students, and visitors in Australia and New Zealand.
Westgold Resources (WGX) - Gold in the west
Westgold Resources is a gold explorer and producer whose assets are primarily in Western Australia.
ALS Ltd (ALQ) - First-half softness
ALS provides professional technical services primarily in the areas of testing, measurement, and inspection in Africa, Asia/Pacific, Europe, the Middle East, and the Americas.