The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period.
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 aims to achieve capital growth over the long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares, supplemented by a passive currency overlay to reduce the risk of foreign currency price movements
Cadence Capital Limited is a Listed Investment Company (LIC) that invests in listed equities, with the aim of producing above market risk-adjusted returns over time. CDM listed on the ASX in December 2006 and currently has $300m of Funds Under Management.
The Fund offers exposure to strong companies in one of the world’s fastest growing region. The Fund targets high quality, large cap companies that provide sustainable growth.
Invest in a currency hedged portfolio of investment grade US corporate bonds.
The Fund is a concentrated portfolio (approx. 25 companies) of our most compelling equity ideas.
The Fund is an actively managed fund that aims to provide investors with geared returns that are positively related to the returns of the Nasdaq-100 Index.
The Fund aims to materially outperform the ASX All Ordinaries Accumulation Index net of fees over a rolling 5 year period via investing in a portfolio of Australian companies listed - or soon to be listed - on the ASX.
Invest in the Nasdaq 100 in a single trade
Discover Australia’s pioneering gold investment opportunity.
The Portfolio aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
The Fund serves as an alternative asset in strategic allocation or standalone investment. Featuring gold bullion (physical) at Perth mint it adopts a systematic rules-based approach with ASX100 equities & fixed income for asymmetric non-correlated returns
Diversify your portfolio with private credit backed by Australian real estate and generate a regular income stream.
To provide long-term capital growth by investing in a portfolio of life science companies where innovation plays a crucial role in improving global health and economic outcomes.
Invest in exclusive off market properties at up to 20% below market value, no acquisition costs or holding costs. and you can start from as little as $1,000.