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 seeks to generate better risk adjusted returns by focusing on investing in carefully screened market opportunities. (For Wholesale Investors Only)
The Fund is a long only, growth focussed fund that aims to invest in high quality ASX listed businesses that can generate strong earnings growth leading to stock price appreciation.
The Fund is a long short investment fund investing in developed market equities in Australia and internationally (For Wholesale Investors Only)
The Fund aims to deliver long-term growth by investing in 30 to 50 high-quality, small, emerging and developing Australian and NZ companies with strong and enduring growth potential.
The Pengana Harding Loevner International Fund invests in high-quality, growing companies identified through fundamental research with a long-term, global perspective.
The Fund aims to provide investors with long-term capital growth through investment in quality global shares (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)
Australia's only high conviction A-REIT fund with an ESG focus. A Property Fund focussed on capital security, income yield, and sustainable growth that seeks to exploit market inefficiencies by employing an active, value based investment style.
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 highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
The Firetrail Australian Small Companies Fund is a concentrated portfolio of our most compelling Australian Small Company ideas.
The Fund combines the skills of highly experienced small company investors with a limited fund size and an objective of providing above market returns over the medium term.
The Fund aims to enhance and preserve investor wealth over a 5- year period via a concentrated core portfolio of principally Australian listed securities.
Pella seeks to construct a portfolio with a superior growth/valuation relationship and quality to the Market by targeting companies that are growing, trading on attractive valuations, generate strong returns on capital, and have strong ESG credentials.
The Fund aims to outperform the MSCI All World Index in Australian Dollars (Benchmark) on a net of fees basis, by investing in companies that are striving for positive change and delivering social and environmental outcomes.
