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 an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period.
The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period that is hedged for foreign currency exposure.
Earn from 9-11% p.a., monthly income secured by Australian real estate (For Wholesale Investors Only)
TermPlus aims to provide everyday Australian investors with stable, attractive monthly income, offering a simple and stress-free way to achieve competitive returns.
Unparalleled Access to Global Private Credit. A listed fund with unlisted characteristics.
The Fund typically invests in a select number of attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges (usually a minimum 30 long holdings).
The Fund aims to outperform the MSCI All Country World Index over the investment cycle (typically 3-5 years).
The Fund aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).
The Forager International Shares Fund offers a different approach to investing overseas. With investments in large liquid and resilient businesses, combined with smaller value-based ideas, the Fund offers exposure to a unique portfolio of global shares.
Invest alongside us in emerging opportunities targeting 12-14% pa total returns.
The GSP Global Growth Fund is a long/short, total return-focused strategy, investing in a concentrated portfolio of 20-40 companies.
Companies are staying private for longer and the fund provides access to a portfolio of leading, privately owned growth companies.
The Blissiree App revolutionizes mental health support by leveraging technology to deliver outcomes that are comparable with personal consultations.
Preserving Confidence, Producing Results.
