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.
High conviction portfolio of well researched investments aim to deliver absolute returns balanced with capital preservation. The experienced team use traditional fundamental based quantitative and qualitative analysis.
The Fund seeks to deliver significant outperformance by using Australian Eagle’s Long-Only investment philosophy in conjunction with a short-selling discipline.
Invest in a growing portfolio of high-quality government leased assets.
The Fund has a target Investor Total Return of 12% p.a. and tax-efficient income distributions starting at 7.3% p.a.
The fund’s objective is to contribute towards a much needed supply of Specialist Disability Accommodation (For Wholesale Investors Only).
The Fund is designed for investors looking for lower risk equity market exposure or those drawing down on their savings.
The Chester High Conviction Fund is designed for investors who aim to grow their wealth while preserving their capital. The fund’s investible universe is the S&P/ASX 300 Accumulation Index.
A high conviction, all cap Australian equity portfolio designed for alpha generation
The TT Global Environmental Impact Fund aims to generate strong long-term returns by investing in the leading global structural growth theme – the green transition.
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.
Long-term capital growth from high-quality assets.
The Fund aims to achieve positive returns over the long term by predominantly taking both Long Positions and Short Positions in Australian equities and equity derivatives.
The DDH Aggressive Growth Fund is 100% invested in Growth assets, spread between domestic and international equity, subject to limited allocations to cash and foreign currency.
Designed to seek efficient index exposure with an active edge.
The Fund is a long-bias equity market product which typically buys or short sells Australian listed securities and derivatives.
