InvestmentMarkets is designed to provide you with the autonomy and tools you need for successful investing. We aim to bring you a universe of investments to allow you to make informed, independent investment decisions based on your preferred criteria.
Each investment is classified into categories such as Industry, Asset Class, Maturity and Liquidity to allow for quick comparison. We provide you with an overview of the investment, details of the management team, access to relevant documents, as well as investment updates and FAQs.
Once you’ve found an investment meeting your objectives, you are able to contact the product issuer directly.
At InvestmentMarkets, we understand that no two investors are the same. That’s why our centralised platform offers a broad spectrum of investment opportunities which may not be available through financial planners and stockbrokers.
Our mission is to become the investment central for independent minds. We provide you with insights and an introduction to investment opportunities, then get out of your way.
Australia’s Corporations Law defines a ‘retail investments’ as a financial product aimed at an investor in need of regulatory protection, whereas a ‘wholesale investment’ is intended for those seeking to access wholesale markets which tend to offer more complex financial products.
Retail investors are sometimes referred to as non-professional investors.
A ‘retail investment’ is covered by consumer protection provisions. A ‘wholesale investment’ is for professional investors or institutions who are considered to be better informed and better able to assess the risks involved, and do not need the same level of consumer protection as retail clients.
Retail investments include managed funds, exchange traded funds (ETFs), securities and bonds. Retail investments typically have lower minimum investment requirements and higher fees than wholesale investments.
Wholesale investments may also include managed funds, but can also provide access to more complex investments such as venture capital, unlisted trusts and private equity. Wholesale investments typically have higher minimum investment requirements, and lower fees than retail investments.
Retail and wholesale investment products are not mutually exclusive, and an investor can potentially hold both types in their portfolio. It should be noted that wholesale opportunities are only available to individuals who meet ASIC’s requirements to be classified as either a sophisticated investor or professional investor.
Sophisticated investors are typically high net worth investors with a verified gross income of $250,000 or more in each of the two previous financial years, or having net assets of at least $2.5 million.
A professional investor either holds a financial services licence, or owns or controls assets of at least $10 million.
The Burrell 20 aims to achieve capital growth over the long term with correlation to the S&P/ASX20 Accumulation Index also providing income through the receipt of franked dividends.
Briars Monthly Income Fund delivers investors regular monthly distributions by investing in a pool of Australian Real Property Mortgages. (For Wholesale Investors only)
Invest in the Nasdaq 100 in a single trade
The Fund's investment objective is to maximise the total return (income and growth) for investors by holding a relatively concentrated portfolio of investments.
The Fund presents an unrivalled investment opportunity with a primary focus on generating consistent income for investors. (For Wholesale Investors Only)
The Fund aims to provide investors with long-term capital growth through investment in quality global shares (For Wholesale Investors Only).
A portfolio of micro-cap Australian companies spread across a diversified range of industries & stages of development. Acorn Capital invests in innovative companies that display sustainable competitive advantage & strong management teams.
Share in development profits earning 16% - 23% pa
Invest in a currency hedged portfolio of US Treasuries.
A concentrated portfolio of outstanding global companies with clear strategies for creating long term value. (For Wholesale Investors only).
MIPS offers the ability to create a bespoke fixed income portfolio based on your key investment objectives including liquidity, credit, duration, diversification and Ethical, Social & Governance (ESG) position.
The NextGen Resources Fund provides investors with exposure to a range of commodities such as lithium, the rare earth elements, graphite, nickel, gold, copper, oil, coking coal and gas. (For Wholesale Investors Only)
The Blissiree App revolutionizes mental health support by leveraging technology to deliver outcomes that are comparable with personal consultations.
OC’s Premium Small Companies portfolio is designed to deliver strong long-term returns by investing in quality small to mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.
The Pengana WHEB Sustainable Impact Fund invests in companies with activities providing solutions to sustainability challenges.
