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 employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark, without greater risk of loss.
Earn 20%+ net returns from direct investments in established, profitable professional services firms across Australia.
For those wishing to balance risk whilst seeking capital growth from a diversified portfolio of shares, fixed income, cash and commodity investments from Australia & overseas. The Fund seeks to earn long term returns, higher than the custom benchmark*.
An actively managed asset allocation fund that invests in a portfolio of equities, fixed income and commodity-linked investments from Australia and globally. The Fund employs Contrarius’ valuation-based, contrarian investment philosophy.
The Fund employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark.
A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.
RF1 provides investors with exposure to a selection of alternative investment strategies, with an objective to produce attractive risk-adjusted returns over a period of more than five years with limited correlation to equity markets.
MA Credit Income Trust (MA1) is an Listed investment trust. The Fund allows Investors to access, via the Underlying Fund and Underlying MA Financial Credit Funds, a diversified portfolio of private credit investments, representing the company's private credit strategies.
The Dominion Income Trust 1 seeks to provide monthly income through investing in a portfolio note targeting distributions to Unitholders of approximately the 1-month BBSW rate plus a Margin of 3.50% per annum.
The funds aims to achieve a total return in excess of the Benchmark (Bloomberg Global Aggregate USD Sukuk Index) over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant Sukuk investments
The Fund’s performance objective is to provide investment returns which exceed conventional global equity indices (hedged to Australian dollars), after management fees, over the long term.
The Fund’s performance objective is to provide investment returns which exceed conventional global equity indices, after management fees, over the long term.
The Fund aims to generate investment returns 5% higher than the RBA cash rate by investing in a diversified portfolio of predominantly Australian equities, complemented by selective exposure to international equities and cash. The Fund may use derivatives.
Loftus Peak is a global equities fund manager focused on disruptive businesses. Founded in 2014, the Fund invests in global companies driving industry change, such as Nvidia, first bought in 2016. As well as Microsoft and Broadcom, the diverse portfolio also includes many less well-understood companies which are expected to be household names in the future, such as AMD and Qualcomm. This global approach aims to reduce concentration risk often associated with home-biased Australian portfolios.
The Lakehouse Global Growth Fund focuses on investing in mid-to-large growth companies across global markets
