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 WCM Quality Global Growth Fund is an actively managed fund (quoted managed fund) investing in global equities within the consumer, technology and healthcare sectors.
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)
A fund focused on delivering long term capital growth and increasing wellbeing of Australians by investing in the future healthcare needs of Australians. (For Wholesale Investors only)
The Fund invests in undervalued Australian listed Microcaps that are profitable and pay regular high dividends. (For Wholesale Investors Only).
For wholesale investors looking for country diversification and access to international small companies.
Invest in the highly sought-after healthcare real estate sector.
WCM International Small Cap Growth Fund invests in global listed, quality, high growth small capitalisation companies in emerging and developed (ex-US) markets.
Access the long term potential growth of global emerging and frontier markets.
The WCM Quality Global Growth Fund is an actively managed fund investing in global equities within the consumer, technology and healthcare sectors and hedged in Australian Dollars.
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)
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 portfolio aims to outperform the S&P/ASX 100 Accumulation Index by 2.0% p.a. (after fees) over rolling five-year periods.
An actively managed portfolio that provides access to global high grade securities with geographical exposure primarily to developed G7 defined countries.
The Hayborough Opportunities Fund is an unregistered unit trust for wholesale investors, which invests in ASX-listed small- and mid-cap equities. The fund aims to outperform the S&P/ASX 200 Small Ordinaries Accumulation Index over rolling 5-year periods.
A Fund that focuses on acquiring and developing high-quality Specialist Disability Accommodation (SDA) in attractive locations to support Australians living with a disability (NDIS Participants). (For Wholesale Investors only)
