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 Long Short Fund benefits from a flexible ‘all-cap’ mandate and can profit from share price falls and gains. (For Wholesale Investors Only)
The Fund aims to generate long-term uncorrelated returns in excess of the RBA Total Return Index after fees. (For Wholesale Investors Only)
The Fund is a geared version of the Acadian Core Australian Equity Fund (For Wholesale Investors Only)
Maximise long-term returns by borrowing to invest in a diversified portfolio of global companies. (For Wholesale Investors only)
Sequoia has just launched a new investment enabling investors to a diversified commodities index with minimal upfront capital and limited downside risk.
The Fund will invest in a diversified portfolio of liquid, investment grade fixed and floating rate green, sustainable and social corporate bonds (For Wholesale Investors Only)
The Fund uses an all-weather investment style that seeks to deliver consistent alpha over the cycle.
An actively managed, diversified portfolio of global EQ, which provides the potential for long-term Caps growth by invest. in companies that are leaders in environmental, social, governance (ESG) risks and opportunities. (For Wholesale Investors Only)
The Fund is a fund of funds aiming to produce risk-adjusted returns in excess of a composite benchmark comprising 50% of the MSCI World and 50% of the ASX 300 Index. (For Wholesale Investors Only)
The Fund aims to outperform the S&P/ASX 200 Accumulation Index after fees over the medium to long term with an actively managed portfolio of long and short positions.
The Portfolio comprises between 20 and 40 securities and aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
The Fund is an open-ended unlisted property fund that aims to provide investors with a long term secure income yield with exposure to strong underlying growth fundamentals. (Wholesale investors only)
To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark.
A high conviction, benchmark agnostic Australian equities fund aiming to capture real earnings per share growth over the long-term.
Investing in high conviction strategic stakes where there is potential to unlock ‘trapped’ value through an active, private equity style investment approach
