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 is a diversified portfolio of Australian equities across a range of impact focus areas that seeks to demonstrate a financial return along with measurable positive impacts on society and the environment.
The GSP Global Growth Fund is a long/short, total return-focused strategy, investing in a concentrated portfolio of 20-40 companies.
The Fund is an innovative investment vehicle allows investors to pre-commit funds to be deployed on a rolling basis. (For Wholesale Investors Only)
The Fund is a leading private debt strategy with quarterly cash distributions. (Wholesale Investors Only)
The Fund’s objective is to outperform the MSCI All Country World ex-Australia Net Total Return Index in Australian dollars over rolling 5 year periods.
The Fund’s objective is to deliver global equity-like returns over rolling 5 year periods, while providing downside protection for severe market falls, to deliver beneficial results over the full cycle.
Companies are staying private for longer and the fund provides access to a portfolio of leading, privately owned growth companies.
Critical Minerals & Precious Metals Exploration. (For Wholesale Investors Only)
An intelligent climate change investment solution.
Invest in Ethereum with Global X.
The Fund aims to outperform the S&P / ASX 300 Accumulation Index (Benchmark) on a net of fees basis, by investing in companies that operate ethically, responsibly and sustainably. (For Wholesale Investors Only)
The Fund aims to outperform the MSCI All World Index in Australian Dollars (Benchmark) on a net of fees basis, by investing in companies that are striving for positive change and delivering social and environmental outcomes.
Futurity Education Bonds are designed for you to tax-effectively save and invest to fund your educational aspirations for you and your family. The flexible structure gives you full control and access to your funds at any time.
The Fund aims to provide regular income and consistent returns by investing in a diverse range of income generating assets that meet Perpetual’s ESG and values-based criteria (For Wholesale Investors Only).
