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.
NSC aims to provide investors with a long-term concentrated exposure to Australian public emerging companies (excluding resource companies).
The K2 Australian Small Cap Hedge Fund - Complex ETF (ASX: KSM), provides investors with the opportunity to invest in a diversified Australian Small / Mid cap equities fund directly via the ASX.
The Fund takes a long-only investing approach to its portfolio with a view to invest in, on average, 25 to 40 positions across the ASX300. (For Wholesale Investors Only)
The Fund invests in small and midcap listed global equities with aims for returns greater than the MSCI All Country World Index SMID Cap unhedged in Australian dollars over rolling 3 year periods after fees.
A portfolio of 20-50 sufficiently liquid, small and mid-cap ASX-listed companies, with a preference for high quality, profitable and growth focused businesses.
SMLL aims to track the Nasdaq Australia Small Cap Select Index (before fees and expenses) that provides exposure to a portfolio of high-quality, profitable small cap companies listed on the ASX.
Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax.
High conviction portfolio of well researched investments aim to deliver absolute returns balanced with capital preservation. The experienced team use traditional fundamental based quantitative and qualitative analysis.
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)
The objective of GC1 is to provide investors with exposure to a portfolio of smaller companies and to do this through a dedicated specialist small companies investment manager.
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)
The ASF aims to provide Eligible Investors with access to a portfolio of ASX listed equity securities outside the S&P/ASX 100 Index. The portfolio may also have some exposure to ASX listed securities and global companies. (Wholesale Investors Only)
The Fund provides an opportunity to access a highly experienced investment team with a proven track record of prudent, common sense investing.
MVS is an Australian small caps ETF, giving investors exposure to a diversified portfolio of ASX-listed small companies. This Australian small companies ETF aims to provide investment returns, before fees and other costs, which track the performance of the Index.
The objective of the Fund is to provide monthly income through a selection of investments in short-to-medium term registered first mortgage loans.
