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Monthly income
better than inflation?
Sorted by Wholesum

Turbocharge your income with responsible SME financing investments.
8%+* annual target return paid monthly.*

Keen to learn more?

*Target return is not guaranteed. Actual return may be lower and you may lose money.

What We Do

The Wholesum Responsible Fund is a mission-driven income fund for investors seeking consistent monthly returns while supporting ethical, impact-focused businesses globally.

Why Wholesum?

There’s no one like us to help you grow your savings. With a single fund, you can diversify your investments into short-term small and medium business investments. Getting started is easy as! No prior experience needed.

Performance when Investing $100,000 at Inception

Comparison of $100k invested in March 2024 in the Wholesum Responsible Fund vs. Bank Deposits vs. CPI

Source: Morningstar, Australian Bureau of Statistics. Data as at March-31

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Since inception, a $100,000 investment with Wholesum would have generated approximately $3,700 more than the CPI + 3% benchmark and over $9,500 more than average savings account rates at the big 5 banks. The gains would be even more if you do not earn interest from your bank savings account.*

Retail clients are expected to generate slightly lower returns than the wholesale fund due to additional compliance and administration fees.

Important Notices and Disclaimers

* Targeted returns may not eventuate. Past performance is not an indicator of future returns. Investments carry risk, including potential loss of capital.

Register in minutes

Get started from just $1,000

Invest responsibly beyond stocks and property

How It Works

1. Place savings into Fund

Investors place their money into Wholesum’s Responsible Fund via digital portal.

2. Watch the Fund invest

Wholesum allocates your savings into a portfolio of diverse responsible investments.

3. See your savings grow

Invested assets enable a win-win Wholesum Effect via financial returns and positive support for communities.

Expand possibilites with Wholesum

We’ve built a financing solution for investors and businesses.

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I am an Investor

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I am a Small Business

Explore ethical, non-interest-based financing solutions.

Be a champion investor by making incredible positive impact while generating competitive returns on your savings

Meet Our Team

Dr Tanvir Uddin

Founder & CEO

12+ years serial entrepreneur, global sustainability strategist and responsible finance specialist (Ex-McKinsey, Ex-Brighte, Ex-Islamic Development Bank)

PhD in Microfinance (USYD), Masters of Islamic Finance (IE), Certified Islamic Microfinance Practitioner (Frankfurt), Law and Economics Honours (UNSW)

Sowkot Osman

Tech Lead

17+ years full-stack engineer, deep financial technology expertise (Ex-BeforePay, Ex-Campaign Monitor)

Master of IT (USYD), Bachelors of Computer Science (BUET)

Tauseef Quazi

Investment Lead

12+ years’ funds management specialist, commercial property asset manager, Islamic finance expertise (Ex-Stockland, Ex-Crescent Wealth, Ex-Merrill Lynch)

Finance Honours (UNSW)

Mufti Shabir Moosa

Ethics and Shari’ah Expert

20+ years multi-disciplinary Islamic Scholar and Teacher including 15+ years Imam in Perth, Founder of Centre for Islamic Economics Australia and Shari’ah Advisor to multiple Islamic finance institutions.

Certified Shariah Adviser and Auditor (AAOIFI), Executive Master in Islamic Finance (INCEIF), Islamic Studies Honours (Johannesburg / Darul Uloom Zakariyya)

Shereef Metwally

Commercial Manager

9+ years Investments, operations, credit strategy and Islamic finance specialist (Ex-NAB, MeshCrete)

PhD in Islamic Finance (ANU), Masters of FinTech (UNSW), Bachelor of Commerce (Accounting & Finance) (UNSW).

Maysoon El-Ahmad

Customer Strategy & Insights Advisor

20+ years strategy, research, insights and customer experience with deep expertise in consumer behaviour (Ex-Woolworths, ex-Government departments)

Ramlie Kamsari

Investments Advisor

20+ years international funds management specialist, impact and sustainability advocate (Ex-Nomura CEO)

Syed Ahmed

Technology & AI Advisor

20+ years technology strategy and digital transformation specialist with deep AI and wealth management expertise (Innowell CEO, Ex-Bupa, Ex-MLC, Ex-Perpetual)

Imteaz Ahamed

Growth & Marketing Advisor

15+ years performance marketing, consumer growth and digital commerce specialist (Reckitt Director)

Free discovery call

If you’d like to stop losing money to inflation and low returns while positively impacting the world and would like to explore new opportunities.

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