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 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 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 Forager International Shares Fund offers a different approach to investing overseas. With investments in large liquid and resilient businesses, combined with smaller value-based ideas, the Fund offers exposure to a unique portfolio of global shares.
Pengana International Equities Limited is a Listed Investment Company that exists to provide shareholders with capital growth and regular, reliable fully franked dividends.
The Pengana Harding Loevner International Fund invests in high-quality, growing companies identified through fundamental research with a long-term, global perspective.
WCM International Small Cap Growth Fund invests in global listed, quality, high growth small capitalisation companies in emerging and developed (ex-US) markets.
The Fund objective is to achieve attractive risk adjusted returns over the medium to long-term while reducing the risk of permanent capital loss.
Maximise long-term returns by borrowing to invest in a diversified portfolio of global companies. (For Wholesale Investors only)
The Fund takes a ‘value-style’ approach to invest in a diverse range of 25-40 developed-market listed companies & has different characteristics to many global equity managers with lower market exposure, high consistent income & less volatility.
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.
The Fund seeks to provide investors with long-term capital growth via an emphasis on local and global share investing. (For Wholesale Investors Only)
The Fund is a diversified, style unaware portfolio invested in a mix of asset classes mainly via managed funds, including other Equity Trustee funds.
The Fund invests via a select number of actively-managed global equity managed funds that incorporate responsible investment criteria into their processes.
The GSP Global Growth Fund is a long/short, total return-focused strategy, investing in a concentrated portfolio of 20-40 companies.
The Fund is an Australian Focused Equity Long Short, offering investors potential significant long-term returns uncorrelated to other markets. (For Wholesale Investors Only)
