Investing

Corporate bond exposure made easy

Why XTBs?

Opportunity

  • With over $765 bn in household cash and term deposits*, investors are receiving lower interest rates for their investment
  • Increasing retail and SMSF demand for fixed interest / income producing / defensive solutions
    *Source: APRA Jan 2016

Challenges

  • Increasing trend for financial intermediaries to re-classify hybrids not as fixed income
  • Limited fixed income solutions available on ASX

Solution

  • XTBs offer direct, individual exposure to senior corporate bonds on ASX
  • Fixed rate and floating rate XTBs available
  • Currently 33 available, and we will continue to expand the range in 2016

 More XTBs coming soon

There are currently 33 XTBs available, giving investors access to the benefits of both fixed and floating rate bonds from Australia’s largest corporates. The next series of six XTBs is currently working its way through the regulatory process with ASX and ASIC.  Subject to that regulatory clearance, the next XTBs will cover the following senior bonds:

Issuer Coupon Maturity Date Indicative XTB Yield*
AGL Energy Ltd 5.00% 05 NOV 2021 3.88%
Alumina Ltd 5.50% 19 NOV 2019 4.78%
Ausnet Services Ltd 5.75% 28 JUN 2022 3.82%
BHP Billiton Ltd 3.00% 30 MAR 2020 3.49%
Downer EDI Ltd 5.75% 29 NOV 2018 3.93%
Downer EDI Ltd 4.50% 11 MAR 2022 4.43%
* The indicative XTB yields are based on the underlying bond yields on 10th March 2016, less 0.40% being the XTB fee.
The new XTBs will be made available at a date to be determined by ASX and will be issued under a PDS generated by the Responsible Entity Theta Asset Management.  That PDS will be lodged with ASIC when the regulatory clearance process has been completed by ASX and ASIC.  The PDS will be available here and on www.asx.com.au prior to the commencement of trading of the new XTBs on ASX.  Advisers and their investors should consider the PDS for the new XTBs before deciding to invest in XTBs.

Adviser Tools

To assist you we have a range of tools and calculators including:

  • Cash Flow Tool: Build an XTB portfolio and map your cash flows
  • Yield Calculator: Calculate the yield for fixed or floating coupon XTBs
  • A series of Fixed Interest educational Fact Sheets
  • CPD points available ( up to 4 hours)

Find out more

Want to know more?

Complete our adviser enquiry form to receive an information pack including:

  • SOA template
  • Lonsec Research Report
  • Performance and comparative analysis, and
  • Our regular adviser newsletter, Yield matters.

Complete Enquiry Form

Short animation explains what XTBs are and how to use themCorporate bond exposure made easy

Contact Us

XTB Sales Team
Richard Murphy, CEO & Co-Founder Philip McLean, Head of Sales
email  email 
m: 0419 271 624 m: 0448 889 521
Simon Riordan, Regional Manager Michael Rockliff, Regional Manager
email email
m: 0411 087 408 m: 0414 913 666
Todd Surace, Regional Manager
email
m: 0404 363 009

Alternatively: call us on 1800 995 993, or email advisers@xtbs.com.au 

XTB Materials

Lonsec Report XTB Research Paper. For licenced advisers only

download file

Morgans XTB Research Paper

download file

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Available XTBs

Check out the range of fixed and floating XTBs available on ASX

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About Us

Find out more about Australian Corporate Bond Company

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Cash Flow Tool

Build an XTB portfolio and map your cash flows

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