The Responsible Investing Destination for Wholesale Investors

Wholesum is pioneering access for sophisticated investors and institutions to invest in ethical and impact-focused investments. Entities ranging from sophisticated investors through to self-managed superannuation funds and institutions (such as charities, schools, community organisations and small businesses) can now increase their revenues through investing their funds.
Investing
Benefits

Benefits of Investing With Wholesum

Wholesum’s sophisticated and institutional investment solutions are providing unique access to a global, diversified portfolio. Wholesum enables sophisticated and institutional investors to achieve their financial goals while spreading prosperity in local and global communities. As consistent with Wholesum’s core values, we rebate performance fees on investments made by non-profit and philanthropic organisations, including charities and charitable trusts.

Ethical and impact-focused

Allocating over 60% of assets into companies and activities that support real-world solutions such as job creation, affordable housing, poverty reduction and environmental protection.

Diversified global assets

Manage risks through exposure to a wide variety of asset classes, jurisdictions, investment strategies and currencies.

Short & long-term benefits

The best of short-term returns through regular profit payments (e.g., small and medium-sized enterprise financing) and long-term asset appreciation (e.g., listed index funds).

Eligible Wholesale Investors

Wholesum services a wide range of wholesale investors. Wholesale investors must pass essential eligibility requirements depending on their entity type. Based on the Australian Corporations Act (Cth), the table below provides a snapshot of wholesale investor requirements. If you do not fall into one of these categories, you can still contact us. Subject to the law and consultation with our legal advisors, we may still be able to accept your Application to invest as a wholesale investor.

Sophisticated investor

Qualified Accountant’s Certificate that was obtained within the preceding 2 years which certifies that you have:
• Net assets of at least $2.5 million
• Gross income for each of the last 2 financial years of at least $250,000 a year.

Charity, non-profit or community organisation

Organisation, charity or trust controlled by directors, trustees or persons who meet one or both of the criteria under “Sophisticated investor”, i.e., the person has a Qualified Accountant’s Certificate.

Large single offer investor

You invest at least $500,000 in a single offer. This means you can start investing as a wholesale investor with no further requirements.

Overseas and Bespoke

Wholesum can conduct a bespoke assessment if the above qualifications are not easily satisfied. With input from the potential investor, Wholesum will assess that their previous investing experience qualifies them as a wholesale investor, i.e. if you meet the “sophisticated investor” criteria under the Corporations Act. Please contact the Wholesum Investor Services team for further information on hello@investwholesum.com or 02 6190 9626 (9am to 5pm, Mon-Fri, Sydney time).

Self-managed superannuation fund

Company or trust controlled by trustees (persons) who meet one or both of the criteria under “Sophisticated investor”, i.e., the person has a Qualified Qualified Accountant’s Certificate.

Company or trust

Company or trust controlled by persons who meet one or both of the criteria under “Sophisticated investor”, i.e., the person has a Qualified Accountant’s Certificate.

Professional Investor

  • An Australian Financial Services licensee
  • An entity that controls gross assets of at least $10 million (including assets held by an associate or under a trust that the person manages).
  • A body regulated by APRA (other than a trustee of a superannuation fund, an approved deposit fund, a pooled Superannuation fund or a public sector superannuation scheme). This category generally includes banks, credit unions, general insurance companies, life insurance companies and friendly societies.
  • A body registered under the Financial Corporations Act 1974.
  • A trustee of a superannuation fund, an approved deposit fund, a pooled superannuation fund or a public sector Superannuation scheme in circumstances where that fund, trust or scheme has net assets of at least $10 million.
  • A listed entity or a related body corporate of a listed entity.
  • An exempt public authority.
Reach out to the Wholesale team to learn more and discuss wholesale investment solutions:

Email us

Interested to learn more about our wholesale investment solution? Drop us a line anytime.

Call us

Need a faster answer or prefer to hear from a friendly person? Just pick up the phone to chat with a Wholesum team member.

+61 2 6190 9625 (9am to 5pm, Mon-Fri, Sydney time)