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 will aim to provide income returns of at least the target return of BBSW plus 4%.
Unparalleled Access to Global Private Credit. A listed fund with unlisted characteristics.
Listed in December 2013, Sandon Capital Investments Limited primarily invests in ASX-listed companies with the ability to invest in international companies opportunistically (up to 15%).
The Fund’s objective is to outperform the MSCI All Country World ex-Australia Net Total Return Index in Australian dollars over rolling 5 year periods.
The Global X Russell 2000 ETF (RSSL) offers investors exposure to US small-cap equities through the Russell 2000 RIC Capped Index.
The Global Value Fund is a listed investment company that provides shareholders with the opportunity to invest globally through a portfolio of securities purchased at a discount to their underlying asset value.
ECP Emerging Growth Limited (the “Company”) listed on the Australian Securities Exchange (ASX) in August 2014 is a Listed Investment Company (LIC) providing investors with access to an expertly crafted quality portfolio of Australian small and mid-cap growth companies.
These portfolios hold only Australian or International shares respectively, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time.
AGVT aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of high-quality bonds issued by Australian federal and state governments, and with a component issued by supranationals and sovereign agencies.
CNEW gives investors a portfolio of fundamentally sound companies in China having growth prospects in sectors making up ‘the New Economy’, namely technology, health care, consumer staples and consumer discretionary. CNEW aims to provide investment returns, before fees and other costs, which track the performance of the Index.
The Fund will invest in early-stage high potential growth companies, with a focus on seed stage and follow-on investments. (For Wholesale Investors Only)
The Fund offers a co-investment opportunity in a diversified portfolio of senior secured corporate loans. (Available for Wholesale Investors Only)
Clime Capital Limited is a long established listed investment company (LIC) that offers investors the opportunity to acquire shares in quality Australian companies.
The Russell Investments Australian Select Corporate Bond ETF (the 'Fund') seeks to track the DBIQ 0-4 year Investment Grade Australian Corporate Bond Index ('the Index') which comprises predominantly investment-grade Australian corporate fixed income securities. The Fund aims to provide exposure to the largest and most liquid Australian corporate bonds, as identified by certain eligibility criteria including minimum credit rating, minimum issuance size and term to maturity. The Fund also aims to deliver diversified risk through equally weighting the securities on reconstitution to ensure that the exposure is not biased towards the largest borrowers.
EX20 aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation.
