Wholesale Investment Funds

If you’re looking for ways to grow your investment portfolio, investing in wholesale investment funds is an option worth considering. These funds are a popular choice among high-net-worth individuals, institutional investors and sophisticated investors looking to access exclusive opportunities and higher returns.

What are wholesale investment funds?

Investment funds for wholesale investors are pooled investment vehicles, typically only accessible to professional or high-net-worth investors. Unlike retail investment funds, which are available to the general public, wholesale funds usually require a minimum investment amount and are designed for investors who can meet certain financial criteria or who have a high level of investment knowledge.

These funds are managed by professional fund managers who invest in a range of assets, including stocks, bonds, real estate (both residential and commercial property), private equity and other alternative investments.

By pooling funds from multiple investors, wholesale investment funds can access a broader array of investment opportunities that aren’t usually available to individual investors.

Typical returns from wholesale investment funds

One of the main reasons investors choose wholesale investment funds is the potential for higher returns. Because these funds often target more sophisticated and alternative investment opportunities, they may offer greater growth potential compared to traditional investment options.

Some wholesale funds offer capital growth, while others focus on income generation through dividends or interest payments. Lots of funds aim to strike a balance between both—seeking steady income while also growing your capital over time.

How can you invest in a wholesale investment fund?

Investing in wholesale investment funds is different from traditional investment options and typically requires meeting certain eligibility criteria. Here’s how you can get started:

1. Meet the requirements: Wholesale investment funds are generally only available to investors who meet certain criteria, such as having a high net worth, institutional status, or professional investment experience. Depending on the fund, you might need to have a minimum investment amount (i.e. $250,000 or more). You can view our investor requirements on our FAQ page.
2. Choose a fund: Once you meet the eligibility requirements, you’ll need to select a wholesale investment fund that aligns with your financial goals, risk tolerance and investment strategy. Research different funds, get to know the fund managers and consider their past performance, fees and investment strategies before making a decision.
3. Work with your financial advisor: Given the complexity of wholesale investment funds, it’s often a good idea to work with your financial advisor who can guide you through the investment process. An advisor can help you understand the risks, identify the right fund for you and ensure that your investments are aligned with your overall financial strategy.
4. Invest and monitor your investment: Once you’ve chosen a fund, you can make your investment and track the performance over time. This goes back to choosing the right investment fund, which should maintain excellent communication with you throughout the investment journey.

Wholesale investment funds offer an exciting opportunity for high-net-worth individuals and professional investors looking for higher returns and access to exclusive investment opportunities. These funds can employ a variety of strategies to grow your wealth, but—like with any investment—it’s crucial you first understand the risks involved and make informed decisions before you invest.

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