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 gives investors access to a professionally managed portfolio of select global listed infrastructure securities.
The Fund objective is to achieve attractive risk adjusted returns over the medium to long-term while reducing the risk of permanent capital loss.
Designed to invest in companies providing the infrastructure to support a sustainable and inclusive economy.
The Fund gives Investors access to a professionally managed portfolio of Australian listed real estate, typically known as A-REITs, and Australian listed infrastructure investment securities.
Providing exposure to a diversified portfolio of Australian clean energy infrastructure assets through its investment in development, construction and operational renewable energy projects.
The Fund provides exposure to an actively-managed portfolio of global securities, primarily through Exchange Traded Funds (ETFs) and stocks listed on international stock exchanges such as the New York Stock Exchange and the NASDAQ.
Gain exposure to the largest companies listed on the National Stock Exchange of India (NSE).
A unique opportunity to invest in a diversified national portfolio of high-quality childcare real estate and operating businesses
The Fund's investment strategy is to primarily invest in property development projects that take into account ESG considerations where it would be a benefit to the final revenue and value of the Fund.
Invest in unique, high-growth private and public technology companies in Australia, the USA and offshore.
The Fund aims to provide regular income and consistent returns by investing in a diverse range of income generating assets that meet Perpetual’s ESG and values-based criteria (For Wholesale Investors Only).
The Fund seeks to generate consistent monthly income for wholesale investors by investing primarily into unlisted credit securities that have the potential of generating income over the long term. (For Wholesale Investors Only)
Our goal is to achieve positive returns over the recommended investment horizon by generating asymmetric profit, regardless of any financial market performance. (For Wholesale Investor Only)
Invests in the ownership and on-going management of a diverse portfolio of water entitlements (perpetual water rights) across several river systems and aquifers (For Wholesale Investors Only).
Designed for investors seeking predictable outcomes - including above cash rate returns, consistent income and capital stability (For Wholesale Investors Only).
