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 DDH Balanced Growth Fund is a dynamic asset allocation portfolio which investing in underlying investment funds which invests in a range of listed and unlisted securities across various sectors.
The Fund seeks to provide investors with long-term capital growth via an emphasis on local and global share investing. (For Wholesale Investors Only)
A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.
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*.
The portfolio aims to outperform the RBA cash rate plus 2.5%, over five years, after fees.
This Fund aims to provide you with long-term returns that exceed the Reserve Bank of Australia cash rate, with less volatility than full exposure to the Australian sharemarket.
Aims to achieve superior absolute total returns by providing medium to long term capital growth without the constraint of a share market benchmark.
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 offers Australian wholesale investors balanced exposure to a professionally managed portfolio of blockchain assets. (For Wholesale Investors Only)
The Fund targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk. (For Wholesale Investors Only)
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).
Seeking opportunities for consistent income with lower volatility
The Fund seeks to deliver monthly distributable income and equity market exposure with lower volatility.
The Fund is a long-only, actively managed investment fund that invests in a range of Australian listed companies.
The Fund invests in both established childcare centres and childcare centre developments across Australia with the aim of providing investors with stable secure income, with the potential for capital growth. (For Wholesale Investors only)
