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’s objective is to outperform the S&P/ASX 200 A-REIT Index over rolling 5-year periods.
The Fund is a concentrated portfolio (approx. 25 companies) of our most compelling equity ideas.
The Fund invests principally in listed (or soon to be listed) international equities, will typically have 45 to 75 holdings and can invest in developed and emerging markets.
The Fund invests in a portfolio of global small and mid-cap companies poised to grow their profitability and investor returns.
The TT Global Environmental Impact Fund aims to generate strong long-term returns by investing in the leading global structural growth theme – the green transition.
OC’s Premium Small Companies portfolio is designed to deliver strong long-term returns by investing in quality small to mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.
The fund is invested in micro-capitalisation companies with sustainable business models and attractive investment qualities. It is designed for investors seeking portfolio diversification and strong capital growth over the long term.
The objective of the Portfolio is to grow the value of your investment through a combination of capital growth and income via dividends by investing in a diversified portfolio of Australian shares.
The objective of the portfolio is to grow the value of your investment over the medium to long period of time, through capital growth in a portfolio of international shares while aiming to outperform the Benchmark over rolling five year periods.
The objective of the Portfolio is to grow the value of your investment, primarily through capital growth by investing in a portfolio of shares in emerging Australian companies.
The portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees.
The objective of the Portfolio is to outperform the UBS Bank Bill Index (0+yr) Maturity (SBCBB) over a three year period.
The Fund’s objective is long-term capital growth and to outperform the MSCI All Country World Index focusing on mid- and large-capitalisation companies across global equity markets.
The Fund’s objective is to outperform the Small Ordinaries Accumulation Index by focusing on listed shares of smaller companies in Australia and New Zealand.
The Fund’s objective is to outperform the MSCI All Country World ex-Australia Net Total Return Index in Australian dollars over rolling 5 year periods.
