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 provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period that is hedged for foreign currency exposure.
The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period.
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 aims to outperform the S&P / ASX 300 Accumulation Index (Benchmark) on a net of fees basis, by investing in companies that operate ethically, responsibly and sustainably. (For Wholesale Investors Only)
The Pengana Harding Loevner International Fund invests in high-quality, growing companies identified through fundamental research with a long-term, global perspective.
The Ophir High Conviction Fund is accessible via the ASX and is a concentrated long only, small and mid cap Australian equities fund. The Ophir High Conviction Fund focuses on identifying high quality businesses exposed to structural growth opportunities. With a bias toward cash generative businesses with sound balance sheets and highly capable management teams, the Fund seeks to identify these opportunities early in a company’s life cycle, when it is typically under-researched and under-valued by the investment market.
The Ardea Real Outcome Bond Complex ETF is a defensive fixed income solution that targets a stable return in excess of inflation over the medium term. The Fund primarily uses government bonds to create a diversified portfolio of high quality fixed income securities that seeks to prioritise liquidity and capital preservation.
The Fund offers exposure to strong companies in one of the world’s fastest growing region. The Fund targets high quality, large cap companies that provide sustainable growth.
The Fund employs a passive investment strategy that aims to provide investors with the performance of the S&P/ASX Bank Bill Index (before fees and expenses). The Fund offers the ability to achieve capital preservation and regular income with a diversified portfolio of high quality short-term money market instruments. The Fund is truly liquid and only holds investments in instruments that can be sold on a same day basis.
AQLT aims to track an index (before fees and expenses) that comprises 40 high quality Australian companies.
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.
A high conviction, value biased approach to construct a portfolio of high quality, large cap companies from around the globe.
A portfolio of 20-50 sufficiently liquid, small and mid-cap ASX-listed companies, with a preference for high quality, profitable and growth focused businesses.
The Fund’s current indicative distribution rate is 6.55%p.a., paid monthly.
The Fund’s objective is to provide investors with regular income via monthly distributions from investing in Notes.
