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 invests in a diversified portfolio of high-quality global companies in regions around the world. It employs a bottom up, fundamental based, unconstrained investment approach to stock selection and constructing portfolios.
The Portfolio gives investors exposure to international markets by investing in a diversified portfolio of companies listed on foreign stock exchanges.
The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period that is hedged for foreign currency exposure.
The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5–7-year period.
To achieve a total return equal to movements in the CPI plus 3% per annum over a rolling 5 to 7-year time frame through exposure to a diversified portfolio of Sharia Compliant investments.
The Fund typically invests in a select number of attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges (usually a minimum 30 long holdings).
The Fund aims to grow wealth for its investors over the long term by investing in well-managed, growing businesses. (For Wholesale Investors Only)
An actively managed, diversified portfolio of global EQ, which provides the potential for long-term Caps growth by invest. in companies that are leaders in environmental, social, governance (ESG) risks and opportunities. (For Wholesale Investors Only)
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
The Fund invests in an actively managed concentrated portfolio of global small and mid capitalised (SMID) stocks in a variety of regions around the world. It employs a bottom up, fundamental based approach to stock selection and constructing portfolios.
The principal objective of the Fund is to grow investor wealth over the long-term while maintaining a capital preservation focus by investing in a portfolio of Australian and International securities (For Wholesale Investors Only)
The Fund is an actively managed, diversified portfolio of 20 to 40 equity and equity-related securities with a global remit. (For Wholesale Investors Only)
For wholesale investors looking for country diversification and access to international small companies.
The Pengana WHEB Sustainable Impact Fund invests in companies with activities providing solutions to sustainability challenges.
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
