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 gives investors exposure to international markets by investing in a diversified portfolio of companies listed on foreign stock exchanges.
The Fund aims to provide USD income streams with capital stability by investing in a highly diversified portfolio of fully regulated, conservative mortgages secured against high-quality residential and commercial property. (Wholesale Investors only)
The Fund aims to provide a total return (both income and capital growth), after fees and costs, that exceeds the S&P/ASX Emerging Companies Accumulation Index over the medium to long term (For Wholesale Investors Only).
The Fund seeks to outperform its benchmark, the MSCI India (Net) in AUD over rolling 5 year periods, with less volatility than the stated benchmark (For Wholesale Investors Only)
The Fund objective is to outperform the S&P/ASX Small Ordinaries Accumulation Index by 3.0% p.a. after fees on a rolling 5-year basis.
The Fund provides a reliable income stream by investing in high quality fixed income securities.
Investments in the Fund are pooled with other Unitholders’ deposits and invested in a portfolio of bank deposits, term deposits, government securities and ASX listed floating rate notes or units in managed funds with similar investment restrictions.
Invictus Partners is an enterprise software and licensing advisory firm that operates in the global Software Asset Management services market. (For Wholesale Investors Only)
To achieve a total return equal to movements in the CPI plus 3% per annum over a rolling 5 to 7-year time frame through exposure to a diversified portfolio of Sharia Compliant investments.
Put simply, Peak is about making smart investments to produce superior returns. (For Wholesale Investors Only)
The Fund invests in both established childcare centres and childcare centre developments across Australia with the aim of providing investors with stable secure income, with the potential for capital growth. (For Wholesale Investors only)
The Fund aims to achieve positive returns in rising and falling markets as well as above the Fund Benchmark by identifying opportunities that offer attractive risk-adjusted returns.
The Fund offers investors access to a dedicated ‘shareholder activism’ strategy that looks to generate attractive risk – adjusted capital growth with some income. (For Wholesale Investors Only)
Oracle’s Capital Stable Portfolio invests across the Oracle equity and fixed income portfolios to provide stable and defensive income and capital growth.
The Fund aims to provide investors with stable income through an investment predominantly in Australian property credit secured by registered mortgages in major cities. (Wholesale Investors only)
