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 objective is to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling 5-year periods. (For Wholesale Investors Only)
The Aura Core Income Fund aims to preserve capital and offer stable monthly income from a diversified portfolio of predominantly small to medium enterprise loans.
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 Fund aims to generate high positive annualised returns of between 10% and 20% over the medium to long term regardless of equity market movements and without excess risk. (For Wholesale Investors Only)
The Fund aims to outperform the S&P/ASX 200 Accumulation Index after fees over the medium to long term with an actively managed portfolio of long and short positions.
The Fund is a long-bias equity market product which typically buys or short sells Australian listed securities and derivatives.
This is an opportunity for wholesale investors to invest in an irrigated dairy aggregation of two substantial neighbouring properties in the tightly-held Derwent Valley of Tasmania (For Wholesale Investors Only)
Since inception in 2016 the high conviction, deep value and uniquely contrarian Collins St Value Fund has achieved an 13.25% p.a. net of fee return underpinned by an unconstrained Australian equities mandate and a zero fixed fee remuneration arrangement.
An opportunity to invest in a soon to be completed large format retail centre located in a growing region of Victoria.
The Magellan Global Fund seeks to invest in outstanding companies at attractive prices, while exercising a deep understanding of the macroeconomic environment to manage investment risk.
The portfolio aims to outperform the RBA cash rate plus 2.5%, over five years, after fees.
The Fund is designed for investors who are seeking strong medium to long-term capital growth potential, coupled with an increasing income stream payable from the dividends of the underlying shares.
Become an investor in an Australian-based enterprise offering a world-first in Intelligent Enterprise Workflow Automation – Any Industry, Any Language, Anywhere, Anytime.
Seeking opportunities for consistent income with lower volatility
Providing investors with exposure to a portfolio of risk-adjusted well structured loans secured against Australian real estate. (For Wholesale Investors Only)
