FIXED INCOME

Fixed income products are an essential part of any well-diversified portfolio. We can help you choose the most appropriate option for your circumstances.

Fixed income products generate income over a range of different investment time frames and risk profiles. As their performance generally has a low correlation to the sharemarket, interest rate products can be a complement to your existing share portfolio.

We can help you make the most of fixed income products with expert advice and execution services for bank bills, debentures, bonds and hybrids and access to competitive rates in the professional bond and money markets.

What are Fixed Income Products?

Fixed income products are broadly defined as either:

  • Term Deposits: Whether it is traditional term deposits, or term deposits purchased on your behalf through the wholesale market*, Bell Potter can help you find the most appropriate product for your circumstances.
  • Bank bills - An alternative to term deposits, bank bills are bank guaranteed with a fixed income stream. Bell Potter produces a daily rate sheet so for you to compare what's on offer.
  • Bonds - Generally only available through the wholesale market, bonds include government bonds (Federal and State) and corporate bonds issued by companies such as Woolworths and Woodside. Bell Potter can access this market on your behalf.
  • Listed hybrid securities - available for purchase through your stockbroker as they are listed on the ASX, hybrid securities combine both debt and equity traits.
  • Listed corporate debt securities - available for purchase through your stockbroker, debt securities can be either fixed or floating rate, perpetual or fixed maturity.

If you already hold bank bills, debentures and bonds in your portfolio we can help you manage rollovers and redemptions.

*Access of the wholesale market is dependent on specified minimum amounts


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