Wholesale and sophisticated investors
Institutional-grade investments, held in your name.
Barker Wealth gives wholesale investors direct access to bonds, private credit, real assets, listed placements and private equity. You approve every holding, and nothing moves without your instruction.
Every investment sits somewhere on the risk spectrum.
From contractual income at one end to business ownership at the other. Start where you need to be, and see exactly what you are taking on.
Select any investment to read how it works, what it returns and where it can go wrong
Structured investments sit across the spectrum, not on it.
A structured investment is a defined outcome contract with an issuing bank. Where it lands on this scale is set by the terms of the contract rather than by an asset class. We use four, running from notes that pay a fixed coupon on blue chip shares through to geared exposure to an index.
Interest on the geared structures is pre-paid and tax deductible. An enhanced growth note is funded by a limited recourse loan with the interest paid upfront, and that interest is deductible under ATO Product Ruling PR 2022/2. Deductibility depends on your own circumstances and we are not tax agents, so confirm the treatment with your accountant.
Structured investments carry the credit risk of the issuing bank, and at the geared end the full amount invested can be lost. Available to wholesale and sophisticated investors only. Past performance is not a reliable indicator of future performance.
Explore structured investments →What a portfolio built across the whole spectrum looks like.
An illustrative model portfolio, ordered by the same risk scale. The inner ring is the asset class, the outer ring the underlying holdings. Hover any segment to see where it sits.
Where you sit on it is a portfolio decision, not a preference.
Nothing on this line is better than anything else on it. Each position pays you for accepting something different, and the right mix depends on facts about you rather than on a view about markets. Three of them do most of the work.
The income you need, and when
An investor drawing a defined income each quarter and an investor compounding for a decade are not solving the same problem. Contractual income sits at the left of the line because it is contractual. Growth sits at the right because it is not.
When you need the capital back
Illiquidity is the price of most returns to the right of centre. A commitment you cannot exit for five years is only a risk if you needed the money in three. Match the lock-up to the liability, and the same investment changes character.
What you already own
Most of the investors we work with already carry concentrated risk in one operating business, one property portfolio or one equity position. What belongs in the portfolio is whatever the existing exposure is missing, not whatever is performing.
Every holding is in your name. Nothing moves without your instruction.
Positioning on this page is indicative and shown for education only. Risk is assessed at the individual investment level and varies within every category shown. Target returns are not indicative or guaranteed. Past performance is not a reliable indicator of future performance.
The allocation shown is an illustrative model portfolio. It is not a recommendation, not anyone's actual holdings, and not a forecast. The investments described are available to wholesale and sophisticated investors as defined by the Corporations Act. This page contains general information only and does not take account of your objectives, financial situation or needs.
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