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 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.
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.
This CFMG First Mortgage & Income Fund product provides our investors with a regular income stream, as the fund will distribute returns on a quarterly basis.
The fund aims to achieve outperformance of index over the medium to long term (before fees). The Fund provides exposure to a diversified portfolio of Global equities through securities listed, or expected to be listed, on global developed market exchanges.
OC’s Premium Small Companies portfolio is designed to deliver strong long-term returns by investing in quality small to mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.
Global X Physical Palladium Structured (ETPMPD) offers a low-cost and secure way to access physical palladium via the stock exchange.
The Fund will invest in a concentrated portfolio of 10 – 15 stocks drawn from international equity markets outside Australia.
OOO aims to track the performance of an index (before fees and expenses) that provides exposure to crude oil futures, hedged for currency movements in the AUD/USD exchange rate.
The Global X Hydrogen ETF (HGEN) seeks to invest in companies that stand to benefit from the advancement of the global hydrogen industry.
The Global X Ultra Short Nasdaq 100 Complex ETF (SNAS) is an actively managed fund that aims to provide investors with geared returns that are negatively related to the returns of the Nasdaq-100 Index .
Vanguard Diversified Conservative Index ETF seeks to track the weighted average return of the various indices of the Underlying Funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
Invest in Ethereum.
UMAX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX does not aim to track an index.
QETH aims to track the price of Ethereum (before fees and expenses) in $A.
YANK aims to provide geared exposure to changes in the value of the U.S. dollar against the Australian dollar.
The Fund aims to deliver a return that tracks the performance of the price of Bitcoin (before fees and expenses). The return of the Fund will be calculated by reference to the CME CF Bitcoin Reference Rate (BRR).
