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 Portfolio comprises between 20 and 40 securities and aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
Cadence Capital Limited is a Listed Investment Company (LIC) that invests in listed equities, with the aim of producing above market risk-adjusted returns over time. CDM listed on the ASX in December 2006 and currently has $300m of Funds Under Management.
FUEL aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars.
An unlisted property fund with a diversified and growing quality office property portfolio, focused on CBD and established property markets.
The Fund seeks to produce attractive risk-adjusted returns with low long term average correlation to traditional equity markets. It seeks to achieve returns from its multi strategy approach, over the medium to long term. (For Wholesale Investors Only)
Providing investors with exposure to a portfolio of risk-adjusted well structured loans secured against Australian real estate. (For Wholesale Investors Only)
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)
HVST aims to provide franked income that exceeds the net income yield of the broad Australian sharemarket on an annual basis, along with exposure to a diversified portfolio of Australian shares.
The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over a rolling three-year basis (before fees). It aims to provide regular monthly distributions with some potential for growth. The Fund provides exposure to a diversified portfolio of subordinated bonds, which may offer higher levels of yield than cash or other investment grade bonds.
Whitefield Industrials Ltd is an ASX listed investment company holding a diversified portfolio of ASX listed Industrial (non-resource) shares
The Fund serves as an alternative asset in strategic allocation or standalone investment. Featuring gold bullion (physical) at Perth mint it adopts a systematic rules-based approach with ASX100 equities & fixed income for asymmetric non-correlated returns
Vanguard U.S. Total Market Shares Index ETF seeks to track the performance of the CRSP US Total Market Index, providing investors with exposure to a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.
G200 seeks to help investors build long-term wealth by providing moderately geared exposure to the returns of the broad Australian sharemarket.
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)
