The Fund aims to provide investors with returns which exceed the performance of the U.S. large and mid-cap equity markets, before fees and expenses.
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 Fund aims to provide investors with returns which exceed the performance of the U.S. large and mid-cap equity markets, before fees and expenses.
The fund aims to provide investors with the performance of the STOXX Developed World Equity Factor Index, before fees and expenses. The index is designed to measure the performance of developed market equities that have favourable exposure to five target style factors subject to constraints.
The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints.
The SPDR® MSCI World Quality Mix ETF seeks to closely track, before fees and expenses, the returns of the MSCI World Factor Mix A-Series Index.
Cybersecurity is not a feature, it’s the future.
The Global X Ultra Short Nasdaq 100 Complex ETF (SNAS) is an actively managed fund that aims to provide investors with geared returns that are negatively related to the returns of the Nasdaq-100 Index .
The Fund is an actively managed fund that aims to provide investors with geared returns that are positively related to the returns of the Nasdaq-100 Index.
The Fund objective is to achieve attractive risk adjusted returns over the medium to long-term while reducing the risk of permanent capital loss.
The Global X US Infrastructure Development ETF (PAVE) aims to capture a resurging focus on infrastructure in the world’s largest economy.
Exposure to a low-cost 'all-growth' assets diversified portfolio
The Fund’s primary investment objective is to provide long-term capital growth and regular income through investment in Australian equities.
Invest in the world’s leading microchip makers and designers.
An ASX-quoted Active ETF providing exposure to a diversified portfolio of typically over 300 global listed companies through an active systematic investment approach.
GARP provides access to global companies with strong earnings growth, solid financial strength, and trading at reasonable valuations.
The Fund provides investors with exposure to leading Australian companies with strong earnings growth, solid financial strength, and trading at reasonable valuations.