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 Global X S&P 500 Covered Call Complex ETF (UYLD) follows a “covered call” or “buy-write” strategy, in which the fund buys the stocks in the S&P 500 Index and “writes” or “sells” corresponding call options on the same index to generate income.
The Daintree Core Income Active ETF aims to provide you with a steady stream of income and capital stability over the medium term, by investing in a diversified portfolio of fixed income securities and cash, and to provide a total return (after fees) above the RBA Cash Rate measured within a market cycle.
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The Portfolio comprises between 20 and 40 securities and aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax.
AIF aims to deliver above average results but in a very different way to a traditional investment fund. We seek to invest with 20-35 underlying managers across all asset classes, in a way in which we believe balances maximum returns with low volatility.
When you invest in our private credit fund you not only have control and flexibility, but the choice of a secure long-term income through monthly payments or reinvestment plan.
The SPDR® MSCI Australia Select High Dividend Yield ETF seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index.
The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
The Fund provides investors with the potential for long-term capital growth by investing in a portfolio of emerging market securities. The Fund invests at least 70% of its assets in companies that are listed, headquartered, or do most of their business, in developing markets including countries in Latin America, South East Asia, Africa, Eastern Europe and the Middle East.
NAC aims to provide investors with a long-term concentrated exposure to Australian & New Zealand emerging companies (excluding resource companies).
NCC aims to provide investors with a long-term concentrated exposure to Australian & New Zealand emerging companies (excluding resource companies).
FLOT invests in a diversified portfolio of Australian dollar denominated Floating Rate Bonds. This floating rate bond ETF aims to provide investment returns, before fees and other costs, that closely track the performance of the Index.
The SPDR® S&P®/ASX 200 ETF, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index.
The fund aims to achieve a total return at least equal to movements in the MSCI World REITs Index (USD) (hedged into AUD) over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant REIT investments.
