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 $10 million.
The SPDR® S&P®/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index.
The Russell Investments Australian Semi-Government Bond ETF (the 'Fund') seeks to track the performance of the DBIQ 0-5 year Australian Semi-Government Bond Index ('the Index'), which comprises predominantly Australian semi-government fixed income securities. The fund aims to provide exposure to the largest and most liquid Australian state government bonds as identified by certain eligibility criteria including minimum issuance size and term to maturity. The fund also aims to deliver diversified risk through equally weighting the securities on reconstitution to ensure that the exposure is not biased towards the largest borrowers.
The fund aims to achieve capital growth over the long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares, supplemented by a passive currency overlay to reduce the risk of foreign currency price movements
USD aims to track the performance of the US dollar against the Australian dollar (before fees and expenses). If the US dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the US dollar falls.
ROYL aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of global companies that earn a substantial portion of their revenue from royalty income, royalty-related income and intellectual property (IP) income.
The Daintree Hybrid Opportunities Active ETF (ASX: DHOF) will invest in a diversified portfolio of carefully selected Australian and global hybrid securities to provide a steady stream of income.
Betashares Geared Short Australian Government Bond Complex ETF provides a simple way to generate magnified returns that are negatively correlated to 10-year Australian Treasury Bonds on a given day.
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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 Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark)
The fund aims to provide investors with the performance of the MSCI World ex Australia Minimum Volatility (AUD) Index, before fees and expenses. The index is designed to measure the performance of developed market equities that, in the aggregate, have lower volatility characteristics relative to the broader global developed equity markets.
The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
CFLO aims to track the performance of an index (before fees and expenses) comprising 200 global companies that efficiently generate high levels of free cash flow.
MVE gives investors exposure to a diversified portfolio of ASX-listed mid-sized companies. This mid-caps ETF aims to provide investment returns, before fees and other costs, which track the returns of the Index.
PE1 aims to provide investors with access to the top-performing quartile of global private equity managers, and boasts exposure to over 400underlying private companies.
