If you do not ant to invest in funds, we also offer guaranteed returns on deposit-based structured products, for the more conservative investor.
Here, you can lock in a guaranteed rate of return for a term of anywhere between 3-5 years.
Investments
Lump Sum Investments
Investing a lump sum can help to increase your wealth, whilst countering the eroding affect of inflation.
If you are looking to invest for the medium term (5 years or more), then a multi-asset investment bond, may well prove the ideal solution, allowing you to invest a lump sum amount for a set time period.
You can control underlying investment assets, by choosing to invest in a range of risk-managed funds, which grant access to: equities, bonds, property and cash instruments, as well as alternatives, like commodities and private equity.
When choosing to invest in multi-asset investment bonds we can guide you with regards to risk management and costs and you may also express any personal ESG preferences.
Investments
We offer a huge range of leading fund managers, domestic and international with proven track records. You can not only blend asset classes, but blend active and passive investment styles.
We work with you to create a personalised portfolio that suits your lump investment needs, risk and ESG preferences and that aligns with your investment time horizon.
Switch between, or add additional fund choices as required. Add to your investment, or if needed, take a regular income.
Opt for higher risk funds, with a higher potential return, limit the risk with more protected funds and or focus on particular business sectors and geographies of interest.
Investments
Getting the right advice is key from the outset, but so too is ongoing support and flexibility. Our leading Investment Bond offerings include:
Questions & Answers
Your lump sum investment bond questions answered.
An Private Portfolio – Investment Bond is a lump sum investment option that offers a way investing a cash lump sum, other than a bank deposit, or purchasing individual stocks or other assets.
It is designed for people investing lump sums for a set time period and gives you access to a wide variety of assets types, with varying degrees of risk and return.
Different asset types, offer risk diversification and can include Stocks, Bonds, Property, Commodities, Cash Instruments and other alternatives.
Ultilising a mix of fund managers strategies with the one bond allows you to create a bespoke portfolio.
The minimum investment sum is €50,000 to avail of our personal portfolio investment bond advisory services.
The minimum investment term on all fund-based bonds is 5 years.
With an investment bond you choose the level of investment risk at the outset and alter for your investment term is required.
Some products offer immediate access, while others may lock up your money for a particular period. We work with you to match your requirements.
Risk and return are correlated so this is based on your own preference. You can choose from zero risk deposit rates, to high risk funds, or anywhere in between.
The current rate of tax on gains is 41%, as compared to 33 DIRT tax, however the deposit rates we offer far exceed domestic banks and the fund based portfolios we arrange, can provide substantially greater returns.
If you do not ant to invest in funds, we also offer guaranteed returns on deposit-based structured products, for the more conservative investor.
Here, you can lock in a guaranteed rate of return for a term of anywhere between 3-5 years.
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OneQuote Financial Brokers,
11 James’s Terrace, Malahide,
Co. Dublin, K36 CV08
One Quote Financial Brokers is regulated by the Central Bank of Ireland no: 459006.
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