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.
To provide investors with regular income and capital stability, through a selection of investments into mortgage backed loans with a short duration. (Wholesale Investors Only)
The DDH Cash Fund is an interest rate only product, and grants investors exposure to deposits with at least a BBB- credit rating.
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.
The Long Short Fund benefits from a flexible ‘all-cap’ mandate and can profit from share price falls and gains. (For Wholesale Investors Only)
The objective of the Portfolio is to grow the value of your investment through a combination of capital growth and income via dividends by investing in a diversified portfolio of Australian shares.
Our term deposits come in many colours.
The objective of the Portfolio is to outperform the UBS Bank Bill Index (0+yr) Maturity (SBCBB) over a three year period.
The Fund aims to provide quarterly income and the potential for long-term capital growth. A single point of access for investors to a portfolio of quality Australian commercial properties.
A diversified, open-ended fund with registered first mortgage security only over real estate assets primarily in metropolitan areas of Sydney and Melbourne (For Wholesale Investors Only).
The Fund objective is to achieve attractive risk adjusted returns over the medium to long-term while reducing the risk of permanent capital loss.
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.
The investment objective of the Fund is to deliver income and capital growth over the long-term by investing in Australian listed equities, exchange traded derivatives and cash assets.
Become an investor in an Australian-based enterprise offering a world-first in Intelligent Enterprise Workflow Automation – Any Industry, Any Language, Anywhere, Anytime.
Investment in the Fund offers an opportunity to combine a passion for motor vehicles with long-term capital growth. (For Wholesale Investors Only)
A Fund that provides individuals with the opportunity to invest in long-term themes and strategies with the Victor Smorgon Group (For Wholesale Investors Only)
