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 Altor Emerging PIPE Fund is a concentrated fund focused on investing in special investment opportunities in listed and pre-IPO emerging companies. (for Wholesale Investors only)
Gain exposure to the largest companies listed on the National Stock Exchange of India (NSE).
The Fund uses an all-weather investment style that seeks to deliver consistent alpha over the cycle.
The Fund operates in the health services sector predominantly in the business of facilitating the creation, and supporting the operation, of health services businesses in the Australian market.
TermPlus aims to provide everyday Australian investors with stable, attractive monthly income, offering a simple and stress-free way to achieve competitive returns.
Invest in a selection of low volatility high dividend-paying companies.
Bailador is a Sydney-based investment firm providing growth capital to private companies in the information technology sector.
The Fund aims to generate long-term after-tax returns for Aust resident investors in excess of the Benchmark after fees, including an annual gross dividend yield (incl franking) that exceeds gross dividend yield of the Benchmark (Wholesale Investors Only)
A long only small-cap fund targeting future-facing emerging companies on the ASX.
Using Allan Gray’s contrarian investment strategy, the Fund seeks to provide a long-term return that exceeds the S&P/ASX 300 Accumulation Index (Benchmark).
The Premium Income Fund offers retail and wholesale investors the opportunity to invest in a pool of secured commercial loans made out to small and medium size Australian businesses.
We plan to design and manufacture tailor-made MicroSatellites to suit developing nations' space ambitions.
When you invest in APG's Pooled Mortgage Fund you are investing in a portfolio of short-term business loans that are secured by Australian real-estate with a first or second mortgage and managed by a team of experienced mortgage managers.
The Fortlake Sigma Opportunities Fund seeks the most compelling risk-adjusted return opportunities within global fixed income markets.
The Fund's investment strategy is to primarily invest in property development projects that take into account ESG considerations where it would be a benefit to the final revenue and value of the Fund.
