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 objective is to achieve attractive risk adjusted returns over the medium to long-term while reducing the risk of permanent capital loss.
An income-focused pooled mortgage trust designed to offer competitive monthly income and portfolio diversity. The Trust provides exposure to returns available through loans secured by first registered mortgages over real Australian property.
H&G High Conviction Fund is an equity fund with a focus on Ex-ASX300 listed companies. (For Wholesale Investors only)
The DDH Aggressive Growth Fund is 100% invested in Growth assets, spread between domestic and international equity, subject to limited allocations to cash and foreign currency.
An opportunity to invest in a soon to be completed large format retail centre located in a growing region of Victoria.
Designed to seek efficient index exposure with an active edge.
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)
The Fund is an open-ended pooled mortgage trust in which Investor money is combined to make a pool of loans which are secured by first mortgages over real property. (For Wholesale Investors Only)
FRP Capital presents its latest investment opportunity – the Brickworks Marketplace Fund. Access this iconic South Australian sub-regional shopping centre through our exclusive single asset Wholesale Fund.
Earn 20%+ net returns from direct investments in established, profitable professional services firms across Australia.
The Pengana Harding Loevner International Fund invests in high-quality, growing companies identified through fundamental research with a long-term, global perspective.
This strategy aims to deliver attractive long-term returns by actively investing in a diversified portfolio of listed Australian companies. (For Wholesale Investors only)
Investors gain immediate exposure to an established and diversified portfolio of high-quality CRED exposures, and the monthly income distributions these generate.
A debt fund that offers investors a 10.0% p.a. target return with unique investor protection features. (For Wholesale Investors Only)
We are a quality-focused, high-conviction global fund with a long-term focus. The 5AM Capital strategy is focused on capital preservation and growth, via owning 15-30 of the world's best businesses.
