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.
Attractive predictable income. Disciplined real estate investment.
The Invesco Wholesale Senior Secured Income Fund invests in Senior Secured Loans to around 350 global companies, many household names, diversified across 20 or more sectors.
The Fund’s objective is to provide investors with regular income via monthly distributions from investing in Notes.
The Fund is a leading private debt strategy with quarterly cash distributions. (Wholesale Investors Only)
The Fund aims to generate competitive returns for Unitholders by investing in a carefully curated portfolio of secured commercial loans.
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.
The Fund offers a co-investment opportunity in a diversified portfolio of senior secured corporate loans. (Available for Wholesale Investors Only)
OTG Capital pools investor funds into a portfolio of commercial loans providing monthly income that is secured against first & second mortgage collateral over properties in Austalia's popular East Coast city locations (wholesale investors only)
The Fund invests in a portfolio of secured loans of $20m to $80m, in mid-market non-investment grade Australian corporates that are currently underserviced by banks and credit funds. (For Wholesale Investors Only)
Partner with highly experienced and successful childcare operators to open and trade-up new childcare centres around Australia.
The Fund offers investments which provide interest to investors seeking better performance in a secured and transparent environment.
The Fund aims to provide investors with an attractive rate of return and regular, risk-adjusted income by investing in a specifically curated portfolio of credit-vetted, mortgage-secured loans. (For Wholesale Investors Only)
The Fund is an absolute return fund which is focused on emerging resources companies, and targets double digit returns over a 3-5 year investment cycle. (For Wholesale Investors Only)
The objective of the Fund is to deliver an absolute return by participating in up to 50% of profit over the life of the Fund via a property development project located at Brighton Beach. (For Wholesale Investors Only)
Jameson TTB is an investment manager specialising in private debt and structured equity with a focus on Australian defensive real estate backed transactions. (For Wholesale Investors Only)
