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 Account's objective is to deliver returns ahead of the S&P/ASX 300.
Aims to provide long-term capital growth and income through investment predominantly in quality Australian industrial and resource shares. (For Wholesale Investors Only)
The Fund objective is to build a portfolio of high-quality companies that can deliver consistent and growing dividends with easily forecastable earnings with a focus on companies with strong profit and dividend growth.
The Fund seeks to deliver significant outperformance by using Australian Eagle’s Long-Only investment philosophy in conjunction with a short-selling discipline.
The Monash Investors Small Companies Fund offers investors an Australian equity fund with a long bias and an Absolute Return focus.
The Fund’s primary investment objective is to provide long-term capital growth and regular income through investment in Australian equities.
The Fund provides an opportunity to access a highly experienced investment team with a proven track record of prudent, common sense investing.
The Fund is a concentrated portfolio (approx. 25 companies) of our most compelling equity ideas.
The Fund is designed for investors who are seeking strong medium to long-term capital growth potential, coupled with an increasing income stream payable from the dividends of the underlying shares.
The Fund is designed for investors who are seeking strong medium to long-term capital growth potential, coupled with an increasing income stream payable from the dividends of the underlying shares.
NAC aims to provide investors with a long-term concentrated exposure to Australian public emerging companies (excluding resource companies).
NCC aims to provide investors with a long-term concentrated exposure to Australian public and private emerging companies (excluding resource companies).
NSC aims to provide investors with a long-term concentrated exposure to Australian public emerging companies (excluding resource companies).
The Fund is a global long/short fund that seeks to invest in a concentrated portfolio of high-quality businesses that can compound their intrinsic values at attractive rates over time.
We are a quality-focused, high-conviction global fund with a long-term focus. The 5AM Capital strategy is focused on capital preservation and growth, via owning 15-30 of the world's best businesses.
