Investing

Fixed Income Starter Portfolios

Fixed income investing on ASX made simple

Have you been thinking about your fixed income investments, but don’t know where to start? A fixed income starter portfolio could be just what you are looking for.

Starter portfolios are pre-selected XTBs that help take the guesswork out of deciding what to invest in. Each starter portfolio has up to five individual XTBs.  Each XTB is issued over bonds from leading ASX listed corporates, such as Telstra, Qantas and Woolworths.

Who are fixed income starter portfolios suitable for?

  • Investors seeking a regular, reliable income stream
  • Investors looking for protection against rising interest rates
  • Those looking to build an investment portfolio via direct investments on ASX
  • Investors seeking to diversify their portfolio and blend fixed income with equity and property investments
  • Investors with an SMSF and looking for low risk and capital stable investments.

Why choose a starter portfolio?

Top ASX Companies Invest in a diversified portfolio of XTBs, with exposure to corporate bonds from leading ASX-listed corporates
Accessible Start investing on ASX from as little as $1,500 ($500 per XTB)
Easy Invest through any online broker or full service broker
No additional forms required
Flexible You have the ability to buy more individual XTBs to build on your portfolio.
Alternatively you can sell them at any time on ASX

What our starter portfolios offer you

Our starter packs provide exposure to corporate bonds on ASX and deliver:

  • Higher yields than ‘at call’ bank accounts and many term deposits, and
  • Lower risk than equities and hybrids.

Select a portfolio to match your goals

Portfolio Overview Goals
High Yield Up to 5 leading Australian bond issuers offering high yields Earn a high yield with capital preservation
Maturity Ladder A portfolio of up to 5 bonds with one maturing each year. Protect against rising interest rates and manage cash flows annually.
Top Brands Up to 5 of the most valuable brands in Australia. Invest in a portfolio of names you know and trust.
Cash Plus Up to 5 bank floating rate notes. Earn regular income with an interest rate higher than ‘at-call’ cash accounts.

How to invest

STEPS

ACTIONS

STEP 1

Select your starter portfolio

  • Select the starter portfolio that matches your goals
  • Decide how much you want to invest (from $1,500)
  • Map out your income with the XTB Cash Flow Tool
STEP 2

Read the relevant XTB PDS

These are available at www.xtbs.com.au/pds

STEP 3

Invest through ASX

The ASX codes are provided on each starter pack page:

Find out more about How to Buy and Sell XTBs

Please note that each XTB in a stater portfolio is a separate transaction on ASX.

Contact Us

Tel: 1800 995 993
Email: investors@xtbs.com.au

XTB Financial Services Guide

Download a copy of our Financial Services Guide on the link below.

download file

High Yield Portfolio

Select the highest yielding XTBs available

View Detail

Cash Plus Portfolio

Receive monthly income with Floating-Rate XTBs

View Detail

Top Brands Portfolio

Invest in Australia's biggest brands

VIEW DETAIL

Maturity Ladder Portfolio

Protect against rate rises with one XTB maturing each year

VIEW DETAIL
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