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.
These portfolios feature "Tactical Asset Allocation", meaning the amount of Cash, Bonds and Shares in each portfolio is adjusted by Nucleus Wealth to take advantage of global economic themes.
8I Holdings Limited is an Australia-listed investment holding company committed to strategic holdings management. With a vision centred on empowering growth and transforming lives, 8I dedicates its efforts to creating a positive impact and fostering empowerment.
The Fund aims to provide investors with the performance of the Bloomberg Ausbond Govt 15+ Yr Index, before fees and expenses. The index is designed to measure the performance of bonds issued by the Australian Commonwealth Government and Australian Semi-Governments that have a remaining maturity of fifteen years or more.
WRLD aims to provide exposure to a diversified portfolio of global shares, managed to reduce volatility and defend against losses during market downturns. The Fund does not aim to track an index.
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.
The Antipodes Global Value Active ETF is an exchange traded managed fund quoted on the ASX, otherwise known as an active ETF, offering investors access to a long only global securities portfolio via a single trade. The fund's fundamental, pragmatic value-focused approach focuses on buying great but undervalued companies and building a concentrated portfolio of at least 30 holdings.
The aim of the fund is to achieve sustainable returns from capital growth, targetting 20% p.a.
The Russell Investments Australian Government Bond ETF (the 'Fund') seeks to track the performance of the DBIQ 5-10 year Australian Government Bond Index ('the Index'), which comprises predominantly Australian government fixed income securities. The Fund aims to provide exposure to the largest and most liquid Australian Government bonds as identified by certain eligibility criteria including 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 creditors or borrowers.
The OC50 Fund offers wholesale investors a diversified portfolio of 50 global venture capital investments.
Designed to seek efficient index exposure with an active edge.
The fund aims to provide investors with the performance of the MSCI Emerging Markets Index, before fees and expenses. The index is designed to measure the equity market performance in global emerging markets.
Fuelling smarter investments through non-bank capital solutions. (For Wholesale Investors Only)
Borrowing at low institutional rates to invest, First Sentier Investors aims to compound the long-term growth of markets by actively gearing a selection of high-quality, growing companies across the ASX 100.
HJPN aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Japanese companies, hedged into Australian dollars.
Peak Equities has partnered with the experienced and proven Childcare Developer, TAL Group, to offer a portfolio of three childcare assets in Queensland and Western Australia. (For Wholesale Investors Only)
