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 provides an opportunity to access a highly experienced investment team with a proven track record of prudent, common sense investing.
The Fund is an innovative investment vehicle allows investors to pre-commit funds to be deployed on a rolling basis. (For Wholesale Investors Only)
The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
The fund is an unlisted managed investment scheme offering exposure to a diversified portfolio of loans secured by registered first and second mortgages over real property. (Wholesale Investors Only)
Invest in a selection of quality dividend-paying companies.
The Manager aims to generate absolute returns of 8-12 per cent per annum over a 5-7 year investment cycle.
The Fund invests in global listed equities that contribute to a meaningful reduction in climate change. (Wholesale Investors Only)
Invest in a selection of low volatility high dividend-paying companies.
Investment in the Fund offers an opportunity to combine a passion for motor vehicles with long-term capital growth. (For Wholesale Investors Only)
Providing investors with exposure to a portfolio of risk-adjusted well structured loans secured against Australian real estate. (For Wholesale Investors Only)
NCC aims to provide investors with a long-term concentrated exposure to Australian public and private emerging companies (excluding resource companies).
The objective of the Portfolio is to grow the value of your investment, primarily through capital growth by investing in a portfolio of shares in emerging Australian companies.
Gain exposure to the largest companies listed on the National Stock Exchange of India (NSE).
Invests in the ownership and on-going management of a diverse portfolio of water entitlements (perpetual water rights) across several river systems and aquifers (For Wholesale Investors Only).
The Spectrum Strategic Income Fund is an actively managed credit fund that invests in a range of debt and hybrid securities with the objective of maximising income whilst preserving capital.
