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Optimize Your Investment Portfolio with Stable Returns

Wholesale Bonds are a type of fixed income investment, yielding consistent and reliable income with minimal capital risk. Incorporating a diverse range of wholesale bonds into your portfolio not only guarantees a fixed return but also strengthens the overall capital security, diversification, and liquidity of your investments.

Key Benefits:

  • Reliable income stream, ensuring stability and liquidity of capital
  • Higher yields compared to term deposits and standard ‘on-demand’ bank accounts
  • Access to the wholesale bond market through Up Funds Management, offering diverse bond options selected by expert fixed income specialists
  • Regular, detailed reporting and easy online account management, backed by a committed Client Services Team

Distinct Advantages:

  • Steady Income: Regular interest payments, potentially quarterly
  • Capital Safety: Designed to return the initial investment at maturity
  • Portfolio Diversification: Adds balance to portfolios dominated by stocks and real estate, offering counter-cyclical benefits
  • Enhanced Yields: Superior returns compared to regular cash deposits
  • Secure Holdings: Investments held securely in the investor’s name, not on trust by AMT Management
  • Exclusive Opportunities: Priority access to new bond issues from AMT Management
  • Proven Expertise: Extensive experience in the Wholesale Bond sector by AMT Management
  • Ready Liquidity: A robust and liquid Wholesale Bond market, facilitating quick buying and selling of bonds
is widely recognized for its cautious and comprehensive market analysis, serving as a key contributor to wealth accumulation for many investors across generations.”

Getting Started

Prior to investing in wholesale bonds, it’s crucial to evaluate their appropriateness with your financial adviser, considering the context of your entire investment portfolio.
Minimum Investment
AMT Management's Wholesale Bond Service caters to wholesale (sophisticated) investors. To invest in a single bond, the minimum required investment is $50,000. For those interested in a diversified Wholesale Bond Portfolio, which includes a selection of at least five different bonds, the advised minimum investment for the portfolio is $250,000.
An in knowledge pays the best interest.

Get in touch with an advisor at AMT Management today to begin crafting your financial destiny.


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