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 seeks to maximise risk-adjusted, long-term returns by investing in undervalued stocks and short selling overvalued stocks. (For Wholesale Investors Only)
This strategy aims to deliver superior long-term returns by actively investing in undervalued companies and short-selling overvalued companies across global developed and emerging markets. (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 Fund invests in companies we believe will rise in value and takes short positions in companies we believe will fall in value. (For Wholesale Investors Only)
The Fund seeks to deliver significant outperformance by using Australian Eagle’s Long-Only investment philosophy in conjunction with a short-selling discipline.
The Fund takes a ‘value-style’ approach to invest in a diverse range of 25-40 developed-market listed companies & has different characteristics to many global equity managers with lower market exposure, high consistent income & less volatility.
The Fund is an Australian Focused Equity Long Short, offering investors potential significant long-term returns uncorrelated to other markets. (For Wholesale Investors Only)
The Fund invests in undervalued Australian listed Microcaps that are profitable and pay regular high dividends. (For Wholesale Investors Only).
The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
A quality, high-conviction global fund with a long-term focus.
The Manager aims to generate absolute returns of 8-12 per cent per annum over a 5-7 year investment cycle.
The Fund aims to generate high positive annualised returns of between 10% and 20% over the medium to long term regardless of equity market movements and without excess risk. (For Wholesale Investors Only)
Providing sophisticated investors monthly income distributions by investing in asset backed securities. (For Wholesale Investors Only)
Enables sophisticated investors access to an attractive fixed income return, which is largely backed by residential first mortgages. (For Wholesale Investors Only)
The Fund is an Australian Listed Resource Sector Focused Equity Long Short with potential for significant long-term capital growth with less correlation or drawdowns typically related to long only resource stock investments. (For Wholesale Investors Only)
