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.
An income-focused pooled mortgage trust designed to offer competitive monthly income and portfolio diversity. The Trust provides exposure to returns available through loans secured by first registered mortgages over real Australian property.
The Fund is an open-ended pooled mortgage trust in which Investor money is combined to make a pool of loans which are secured by first mortgages over real property. (For Wholesale Investors Only)
Briars Monthly Income Fund delivers investors regular monthly distributions by investing in a pool of Australian Real Property Mortgages. (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)
The Fund aims to provide regular income with medium risk exposure and targets a return of the RBA Cash Rate plus a margin of 4.0% p.a.
Designed to provide current income while maintaining prospects for capital appreciation.
Designed to provide current income while maintaining prospects for capital appreciation.
Seeking opportunities for consistent income with lower volatility
The Fund seeks to deliver monthly distributable income and equity market exposure with lower volatility.
Partner with highly experienced and successful childcare operators to open and trade-up new childcare centres around Australia.
The Fund invests across a range of commercial property assets, including direct property, unlisted property trusts, and A-REITs.
Invest in a diversified portfolio of first registered mortgage investments secured by real estate. (For Wholesale Investors Only)
Invest in a diversified portfolio of first register mortgage investments secured by real estate (For Wholesale Investors only)
Providing investors with exposure to a portfolio of risk-adjusted well structured loans secured against Australian real estate. (For Wholesale Investors Only)
The Fund invests in senior secured asset backed loans and seeks to deliver investors a return of 10-12% p.a. with distributions paid monthly.
