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.
Earn attractive rates of return from direct investments in specific mortgages over Australian real estate (for wholesale investors only).
Defensive childcare asset underpinned by a 15 year lease to one of Australia's most successful childcare operators. The Fund offers a favourable investment structure providing potential for capital growth.
The Fund aims to: produce an annual dividend yield, before fees, higher than the underlying index (S&P/ASX 300 A-REIT Index) and provide a total return in excess of the CPI + 3% (before fees) over rolling 5 year periods.
Attractive predictable income. Disciplined real estate investment.
$300m fund, returned over 11%pa since inception 100% 1st Mortgage - zero losses
Looking for regular monthly income from quality property investments?
Pacific Retirement Estates (PRE) is a leading retirement village operator and property developer in Australia.
An open-ended fund targeting a minimum net investor return of the RBA Cash Rate plus 4.0% p.a. (For Wholesale Investors Only)
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.
Tailor your investment to your individual risk profile, with a range of interest returns and security types.
Share in development profits earning 16% - 23% pa
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.
Schroders RF is a leading real estate fund manager providing investors with attractive fixed-income style returns and developers with flexible non-bank finance
A 12% Fixed Income Investment Opportunity (For Wholesale Investors Only)
The Trust endeavors to secure an additional capital infusion of up to $4,000,000. (For Wholesale Investors Only)
