Investment Options

With origins dating back to 1872, Ord Minnett has been a leading advice and investment firm, originally building its foundations as a stockbroker. With our experience and insight, we have developed a reputation for excellence in the field of stockbroking.

Australian shares
As an Australian grown company, Ords specialises in local equities. Our research teams dig deep into company data to find undervalued stocks, from emerging companies to mid-caps through to Australia’s largest businesses.

Clients of Ords enjoy access to daily research reports as well as market analysis through our research bulletins – Opening Bell and Closing Bell, keeping you informed about daily trends. When you work with our advisers, they will assist you in creating a portfolio of Australian shares that align closely with your long-term goals and risk profile.

International shares
Diversification stands out as a key advantage when investing in international markets. By allocating your investments across various countries and regions, you reduce your vulnerability to the risks associated with any single market.

Getting started with international investing is made seamless with the Ord Minnett International Service (OMIS). This comprehensive international share trading service empowers you to access investment opportunities across major global stock markets, including America’s influential NASDAQ, Europe, Japan, and emerging economies, encompassing key indices like the Dow Jones, S&P 500, FTSE 100, Nikkei, and the DAX.

ETFs are the most common type of ETP. ETFs hold a group of different securities in one fund, which aims to track the trajectory of a particular sector or index traded on the stock exchange.

ETFs offer a streamlined path to diversification as investors gain exposure to a range of stocks, bonds, commodities or other assets. Whether it’s a specific industry or a global market index, ETFs can provide clients with a convenient way to spread risk.

The advantages of investing in ETFs include:
• Lower cost: Management fees can be significantly lower than other forms of professionally managed investments or buying the underlying assets directly.
• Liquidity: Unlike managed funds, ETF’s can be traded throughout the day.
• Diversification: Cost-effective way to diversify portfolios across asset classes by allowing an investor to buy a basket of securities in a single trade.
• Tax Effective: ETFs are relatively more tax-effective than actively managed funds as they tend to have lower portfolio turnover which often minimises the capital gains generated on the portfolio.

ETPs are suitable for investors who want diversification and flexibility at a lower cost, however it’s important to understand they do not provide guaranteed returns. We recommend you speak with one of our financial advisers to determine if investing in ETPs aligns with your financial goals and risk tolerance.

Lower risk fixed-interest investments act as a stabilising force in times of market turbulence, providing a reliable source of income. Offering a higher interest rate than transactional bank accounts, fixed interest investments are also a smart way to combat inflation.

Many investors, including SMSF holders, retirees, trusts, corporates and fund managers use fixed interest as a way of boosting income in their overall investment portfolio.

Ords offers a range of fixed interest investments including bonds, term deposits and listed interest rate securities. Listed interest investments are traded on the stock exchange making them more liquid (easily accessible) than other fixed term products.

Our regular appointment as a joint manager on Initial Public Offerings (IPOs) in the listed interest market means our clients also have priority access to new interest issues, adding timely diversity to clients’ portfolios.

The Ord Minnett Wholesale Bond Service is exclusively accessible to qualified Sophisticated and Professional investors. You can start by investing in bond type or, for a diversified portfolio, we recommend investing in at least five. To determine what’s right for you we recommend you speak with one of our Private Wealth Advisers.

Getting Started
• Minimum Investment: Available to qualified Sophisticated and Professional investors. Individual bond minimum investment: $50,000. Recommended diversified portfolio: at least five bonds, totaling $250,000.
• Custody Fee: A nominal fee of 0.05% per annum on the value of bond holdings. Calculated monthly and debited quarterly, ensuring transparent and affordable portfolio management.
• Reporting: Access the secure online Client Portal for Wholesale Bond Services. Track portfolio valuations, market data, and utilise forecasting tools for informed decision-making.

Download our Wholesale Bonds Brochure today and get started.

Hybrids are exchange-traded instruments that blend features of debt securities, like bonds, and equity securities, such as stocks.

Ords recommends hybrids to investors who are looking to receive a steady income stream, which can offer a higher level of return than term deposits, however they come with a higher level of risk.

Why invest in hybrids?
• Receive an income stream for a pre-determined period, with cash flows dependent on the hybrid structure
• Improve the return on your capital
• Vary the risk profile of your overall portfolio
• Profit from anticipated movements in interest rates or equity prices• Utilise the franking credits attached to distributions on hybrids

With our CMT, you or your Ord’s adviser can efficiently orchestrate trades, settle equity purchases with a click, receive distributions promptly, and transfer funds effortlessly, even on your phone. Your money enjoys an interest rate that outperforms most ’at call’ transaction bank accounts.

Benefits
Our CMT is a transactional cash account to manage investment cash flows, with 24/7 online access whilst earning higher interest.
• Competitive rate of return
• Capital stability & liquidity
• No account keeping fees
• Online 24/7 Account Access
• BPAY facility
• Full visibility and control

To open a new CMT, you can download the PDF and application form below

The investment terms for term deposits range from one month to five years, giving you flexibility to choose how long you invest for. With a minimum investment of $100,000, Ords offers a range of competitive term deposits from various banks and approved deposit taking institutions, including exclusive rates as they become available.

Term deposits are covered by government guarantees up to specified amounts, which your Private Wealth Adviser can advise you on. On maturity, you can instruct your adviser to withdraw your funds or renew your term deposit for another term. Alternatively, your adviser can reinvest your funds with an alternate bank offering the most competitive interest rate at that time.

While margin lending gives the potential for investors to increase their gains in a rising share market, any form of borrowing to invest also increases risks, that is, the potential of magnifying losses.

That’s why margin lending is typically used by more experienced investors and it’s incredibly important to work with your financial adviser, or Private Wealth Adviser as we call them at Ords, to ensure you’re making sound investment decisions.

A managed fund portfolio is managed by a professional fund manager who makes investment decisions based on the fund’s objective.

Ords maintains an approved list of managed funds that provide a convenient solution to access a range of investment strategies run by quality managers across all asset classes.

Some key points about managed funds include:
• Diversification: Managed funds provide excellent diversification as they invest in many securities and market sectors at once. This diversification helps manage portfolio risk.
• Professional management: Managed funds make expertly managed funds available to regular investors for a reasonable fee.
• Convenience: You can eliminate the need to select individual securities for a portfolio. Professional fund managers can tailor it for you, creating a managed fund with a specific investment objective.
• Access a range of asset classes: Gain access to assets that individual investors often cannot access due to a lack of market access or financial limitations.

• Diversification: Alternative investments often have low or negative correlations with traditional assets, helping to reduce overall portfolio risk and enhance returns.
• Potential for higher returns: Often, these investments can offer higher returns than traditional investments, especially during periods of market volatility.
• Inflation protection: Some alternative investments, such as commodities, can provide a hedge against inflation.
We recommend you speak with your Private Wealth Adviser about whether alternative investments are suitable for you. The benefits must be weighed up against some potentially disadvantageous characteristics in terms of liquidity, higher fees and risk, reduced regulation and increased complexity.

Ords maintains an approved list of alternative investments that aims to provide access to some of the best quality alternative managers across key asset classes. Due to characteristics of these alternatives, many of the funds are only accessible by Sophisticated and Professional investors.