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.
The Fund's objective is to earn long term returns superior to that of our competitors with less-than-average risk of loss. (For Wholesale Investors Only)
Ryder Capital Limited (RYD), an ASX-listed company, is a boutique fund manager pursuing a high conviction, value driven investment strategy specialising in small-cap Australian equities.
Long-Term dividend growth and capital appreciation. The target is to exceed the MSG All Country World ex Australia Index by 2.5% pa after all fees and expenses on a rolling 5 year basis.
JPMorgan Global Equity Premium Income (Hedged) Complex ETF (ASX:JHGA) aims to provide income and long-term capital growth.
The Fund objective is to provide monthly income through a selection of investments in short-term registered first and second mortgage loans.
The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
The Fund aims to achieve positive returns over the long term by predominantly taking both Long Positions and Short Positions in Australian equities and equity derivatives.
Are you looking for a safe and rewarding place to invest your money?
MVR gives investors exposure to a diversified portfolio of ASX-listed resources companies. Australian Resources ETF aims to provide investment returns, before fees and other costs, which track the performance of the Index.
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.
NGE Capital offers investors exposure to an actively managed, concentrated portfolio of high conviction investments.
The Fund provides investors with the potential for long-term capital growth by investing in a concentrated number of companies located in Asia, as well as companies located elsewhere that derive a significant proportion of their earnings from Asia (Asian Securities)
TermPlus aims to provide everyday Australian investors with stable, attractive monthly income, offering a simple and stress-free way to achieve competitive returns.
The objective of the portfolio is to grow the value of your investment over the medium to long period of time, through capital growth in a portfolio of international shares while aiming to outperform the Benchmark over rolling five year periods.
A high conviction, value biased approach to construct a portfolio of high quality, large cap companies from around the globe.
