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.
One of the very few long term investment funds that offers exposure to the junior resources sector in both minerals and energy across Australia and global stock exchanges in unlisted and listed companies.
Critical Minerals & Precious Metals Exploration. (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 NextGen Resources Fund provides investors with exposure to a range of commodities such as lithium, the rare earth elements, graphite, nickel, gold, copper, oil, coking coal and gas. (For Wholesale Investors Only)
Diversify Australian equity holdings with a strategic allocation tool.
To provide exposure to a diversified portfolio of predominately US Natural Gas investments held through mineral royalties and royalty-like interests. This fund is intended for Wholesale Investors only.
The Merewether Capital Inception Fund invests in small and microcap companies listed on the ASX, with the ability to invest in pre-IPO opportunities. (For Wholesale Investors only)
This is an opportunity for wholesale investors to invest in an irrigated dairy aggregation of two substantial neighbouring properties in the tightly-held Derwent Valley of Tasmania (For Wholesale Investors Only)
Invests in the ownership and on-going management of a diverse portfolio of water entitlements (perpetual water rights) across several river systems and aquifers (For Wholesale Investors Only).
The Fund provides an opportunity for Wealth Managers to access cash-based products designed with specific considerations to their core needs across returns, liquidity, administration, and reporting. (For Wholesale Investors Only)
Cybersecurity is not a feature, it’s the future.
A portfolio of micro-cap Australian companies spread across a diversified range of industries & stages of development. Acorn Capital invests in innovative companies that display sustainable competitive advantage & strong management teams.
Targeting >20% IRR returns by investing in the most promising wealth management and funds management boutiques, led by the next generation.
The Fund aims to achieve superior risk adjusted returns regardless of market cycles, with a focus on capital preservation, by investing in a diversified portfolio of private credit asset backed & cash flow lending investments (For Wholesale Investors)
Australia’s first institutional fund to exclusively focus on investing in talented entrepreneurs looking to acquire and scale mid-market businesses. (For Wholesale Investors Only)
