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 invests in Australian government bonds, State (semi) government bonds, supranational bonds, investment grade corporate bonds, and other fixed income securities.
A specialist hybrid credit fund targeting superior risk-adjusted returns. (For Wholesale Investors Only)
The Fund typically invests in a select number of attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges (usually a minimum 30 long holdings).
Designed to seek income and also capital appreciation by investing across debt markets.
The Fund will target technology led start-up companies that are actively targeting ways to develop technologies that lead to the creation of better and new financial products and services. (For Wholesale Investors Only)
Our core belief is that investing for the long-term in high quality companies at the right price, with exceptional founder led management and a great culture, will produce above average compound returns over the long-term. (For Wholesale Investors Only)
The Fund is an actively managed portfolio offering higher potential returns through gearing with broad market exposure, it aims to provide long-term capital growth and regular income. (For Wholesale Investors Only)
Australia’s first institutional fund to exclusively focus on investing in talented entrepreneurs looking to acquire and scale mid-market businesses. (For Wholesale Investors Only)
A concentrated portfolio of outstanding global companies with clear strategies for creating long term value. (For Wholesale Investors only).
The Fund offers investors the opportunity to invest directly in a range of Registered First Mortgages over predominately residential but also limited non-residential property.
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)
The Fund offers exposure to real world assets in digital token form, through the creation of digital (investible) twins for the real world assets. (For Wholesale Investors Only)
The Fund aims to achieve superior risk adjusted returns regardless of market cycles, with a focus on capital preservation, by investing in a diversified portfolio of private credit asset backed & cash flow lending investments (For Wholesale Investors)
The Fund aims to outperform the S&P / ASX 300 Accumulation Index (Benchmark) on a net of fees basis, by investing in companies that operate ethically, responsibly and sustainably. (For Wholesale Investors Only)
The Fund is an innovative investment vehicle allows investors to pre-commit funds to be deployed on a rolling basis. (For Wholesale Investors Only)
