Friday 02 October 2015 by Trade opportunities

Want to invest in bonds from $10k? See the retail options

Issuance has opened up in the Australian bond market to include a variety of bonds from a greater range of corporates and minimum investment amounts are lower. We have compiled a list of available retail bonds (minimum initial investment is $50,000)

Hands holding egg on green grass

In the past, Australian investors have only been able to access the bond market for a minimum investment amount of $500,000 per bond. The market has been developing as bonds are becoming better understood and more easily accessible.

If you're looking for reliable income investment we can help with a choice of corporate bond and term deposit investments.

With DirectBonds you can invest directly in corporate bonds from $10,000 per bond with a minimum portfolio balance of $50,000. So no matter what type of investor you are, you can make fixed income part of your investment strategy.

Recent bonds that have become available to retail investors include: 360 Capital fixed rate bond and Coffey floating rate bond, both due 2019. 

360 Capital Group

The 360 Capital Group is an ASX listed Australian property funds management group. Created by the merger of 360 Capital Property and Trafalgar Corporate Group Limited in October 2013. 360 Capital is headquartered in Sydney and manages nine investment vehicles holding 34 industrial, office and retail properties across Australia valued at more than $1.0bn. 360 Capital has three main sources of revenue: management fees, co-investment income (which is passive income from owning units in various property trusts) and rental income from direct property ownership. The group issued $75m fixed rate notes through FIIG in September 2014.

The bond’s current indicative yield to maturity is 6.06% or a yield to call in September 2017 at 103 of 6.75%. Please note all rates are indicative only as at 1 October 2015 and subject to change.

For further information on 360 Capital and its bond offer, please review the links below:

360 Capital most recent results (FY15 reporting)

360 Capital research report updated 16 September 2015

Coffey International Limited (Coffey)

Coffey is a specialist professional services consultancy, established in 1959, with expertise in engineering, geosciences, international development and project management. Coffey was listed on the ASX in 1990 and has a current market capitalisation of approximately $35m. The company issued $40m floating rate notes through FIIG in September 2014.

The Coffey floater has a current indicative yield to maturity of 10.968% or a yield to call in September 2017 at 103 of 14.34%. Please note all rates are indicative only as at 1 October 2015 and subject to change.

As with all investing, it is important to understand the asset before you purchase it, so if you are considering Coffey consult the further reading below:

Coffey's most recent results (FY15 reporting)

Coffey Corporate research report updated 15 September 2015 

We had a flurry of fixed rate bond approvals for retail in June this year, including: NextDC 2019, Adani 2020, Qantas 2021, Plenary 2021.

List of bonds available to retail at $10,000 parcels by issuer

Bond type Maturity/Call date

360 Capital Investment Management Limited

Fixed

19-Sep-19

Adani Abbot Point Terminal Pty Ltd

Fixed

29-May-20

Australian Gas Networks

Inflation linked

20-Aug-25

Australian National University

Indexed annuity

7-Oct-29

Bendigo and Adelaide Bank Ltd**

Floating

29-Jan-19*

CBL Corporation Limited

Fixed

17-Apr-19

Cash Converters International Ltd

Fixed

19-Sep-18

Civic Nexus Finance Pty Ltd

Indexed annuity

15-Sep-32

Coffey Corporate Pty Ltd

Floating

12-Sep-19

DBCT Finance Pty Ltd (Dalrymple Bay)

Fixed

9-Jun-16

Floating

9-Jun-16

Floating

9-Jun-21

DBNGP Finance Corporation Pty Ltd

Fixed

11-Oct-19

Downer Group Finance Pty Ltd

Fixed

29-Nov-18

G8 Education Limited

Fixed

7-Aug-19

Floating

3-Mar-18

JEM NSW Schools II Pty Ltd

Indexed annuity

28-Feb-31

Indexed annuity

28-Nov-35

JEM (Southbank) Pty Ltd

Fixed

28/06/2018*

Indexed annuity

28-Jun-35

Morgan Stanley

Floating

22-Feb-17

Mackay Sugar Limited

Fixed

5-Apr-18

National Australia Bank Ltd***

Floating

17-Dec-20*

National Wealth Management Holdings Ltd**

Fixed

16-Jun-16*

Floating

16-Jun-16*

NextDC Ltd

Fixed

16-Jun-19

Novacare Solutions Pty Ltd

Indexed annuity

15-Apr-33

Payce Consolidated Limited

Fixed

3-Dec-18

Plenary Health (Casey) Finance Pty Ltd

Indexed annuity

15-Sep-29

Plenary Justice SA Pty

Indexed annuity

15-Jun-30

Plenary Bond Finance Unit Trust

Fixed

16-Jun-21

PMP Finance Pty Limited

Fixed

23-Oct-17

Praeco Pty Ltd

Indexed annuity

15-Aug-20

Qantas Airways Limited

Fixed

27-Apr-20

Fixed

11-Jun-21

Fixed

19-May-22

Queensland Treasury Corporation

Fixed

14-Mar-33

Stockland Trust

Fixed

25-Nov-20

Sydney Airport Finance

Inflation linked

20-Nov-30

Inflation linked

20-Nov-20

*Call date included
All bonds senior debt with the exception of ***T1 and **LT2
Please note that there are also a number of government bonds available in smaller parcels for retail investors, not included in this list.

Contact your FIIG Representative for more information.

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