Tags: Fund Highlights

It’s been a year of significant progress for Wealth & Capital Markets with a selection of key highlights below:
  • All the latest award wins, nominations and current ratings
  • Thanks to the support of new and existing investors and financial advisers we marked a successful $335 million Healthcare Property Trust Capital Raise
  • Continued to help NDIS Participants and communities thrive with our Specialist Disability Accommodation Fund
  • We announced a $1 billion partnership with MaxCap and Unilodge to develop purpose-built student accommodation assets across Australia
  • Successfully completed the acquisition of IOOF and its $1.1 billion investment bond business from the Insignia Financial Group
  • Launched Australia’s first Sustainability-Linked Loan connected to wellbeing
  • CEO of Wealth & Capital Markets featured on the She's on the money Podcast
  • 10Invest's Decade of Change Survey with its growing base of investors highlighted the action families are taking to save for their children’s education using tax effective investment bonds
  • We released our third Our Impact report reporting our $1.76 billion contribution to community and social value
  • 2023 Wellbeing Index finds a growing level of economic dissatisfaction across the population as people battle with cost of living challenges
Follow us on LinkedIn to keep up with all the highlights throughout 2024 >

Disclaimer: The above is intended as general market commentary only and is not intended as, and does not constitute, advice of any kind. No liability is accepted for any action taken based on the above or for any loss suffered as a result of reliance on the same.