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.
A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.
WAM Global provides investors with exposure to an actively managed diversified portfolio of undervalued international growth companies and exposure to market mispricing opportunities.
VG1 provides investors with access to a concentrated portfolio, comprising long investments and short positions in global listed securities. VG1 will typically invest in 20-40 long investments.
Tribeca Global Natural Resources (TGF) provides investors with exposure to an active long short investment strategy that seeks to profit from the inherent volatility in the Natural Resources Sector.
The PM Capital Global Opportunities Fund Limited provides investors with an opportunity to invest in global equities via an Australian Securities Exchange (ASX) listed investment company. The company began trading on the ASX on 12 December 2013. The Company’s investment objective is to provide long-term capital growth over a seven-year plus investment horizon through investment in a concentrated portfolio of undervalued global (including Australian) equities and other investment securities.
A unique opportunity to invest in a concentrated investment fund that is focused on taking a strongly contrarian approach to systematically investing in global themes at key inflection points.
Argo Infrastructure’s actively-managed portfolio is diversified across 50-70 global listed infrastructure securities across various subsectors and geographies, including both emerging and developed economies.
A diversified portfolio of leading global sustainable companies that have a net positive alignment to the United Nations Sustainable Development Goals, exceed Alphinity’s minimum ESG criteria and offer attractive prospective returns. The strategy aims to provide consistently strong risk-adjusted returns across different market cycles by applying a disciplined and repeatable investment process to our global sustainable universe.
A high conviction, diversified portfolio of quality global listed companies identified as undervalued as they enter an earnings upgrade cycle. The Fund provides access to global opportunities and diversification not readily available to individual Australian investors.
The SPDR® S&P® Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD).
The Fund is designed to be a core portfolio allocation for fixed income. It aims to track the performance of the Bloomberg Global-Aggregate Total Return Index Hedged AUD (before fees and expenses). The index is a flagship measure of fixed-rate global investment grade debt from global bond markets, hedged into Australian dollars. The Fund currently obtains its exposure via an underlying ETF (refer to the PDS for more information).
Vanguard Global Value Equity Active ETF seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics.
The Fund aims to outperform the MSCI ACWI SMID Cap Index (after fees and expenses and before taxes) on a rolling five-year basis.
Vanguard Global Minimum Volatility Active ETF seeks to provide long-term capital appreciation through an active management approach with volatility lower than the FTSE Global All Cap Index (AUD Hedged), before taking into account fees, expenses and tax.
