The Fund’s objective is to provide investors with regular income via monthly distributions from investing in Notes.
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’s objective is to provide investors with regular income via monthly distributions from investing in Notes.
The Fund’s current indicative distribution rate is 6.55%p.a., paid monthly.
The Trust is an open-ended unlisted property trust that invests in a diversified portfolio of direct commercial properties to provide a regular and competitive level of tax advantaged distributable income combined with the potential for capital growth.
The Fund offers investments which provide interest to investors seeking better performance in a secured and transparent environment.
The fund’s strategy is to adopt an active approach to managing a portfolio of money market and fixed income securities along with stocks listed on the ASX. (For Wholesale Investors Only)
A diversified, open-ended first mortgage fund with superior risk adjusted fixed income returns backed by real estate assets (For Wholesale Investors Only).
A diversified first and second mortgage fund with superior risk adjusted fixed income returns backed by real estate assets (For Wholesale Investors Only).
A diversified, open-ended fund with registered first mortgage security only over real estate assets primarily in metropolitan areas of Sydney and Melbourne (For Wholesale Investors Only).
Lock in a competitive interest rate with a MOVE Bank Term Deposit.
The Fund aims to provide quarterly income and the potential for long-term capital growth. A single point of access for investors to a portfolio of quality Australian commercial properties.
Our Term Deposit combines a fixed interest rate with the convenience of online banking.
Gain direct access to a wide range of Australian and global bonds, including government, corporate, investment-grade, sub-investment grade, and unrated securities – all backed by deep expertise, credit research and market-leading execution.
The Fund offers investors the opportunity to invest directly in a range of Registered First Mortgages over predominately residential but also limited non-residential property.
A contributory mortgage fund offering investors the opportunity to invest directly in selected registered First Mortgages over predominately residential but also limited non-residential property in South East Queensland.
Invest alongside us in emerging opportunities targeting 12-14% pa total returns.