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 Fund invests in founder-led companies creating new products and services with proven growth. (This is for Wholesale Investors only)
The Fund offers the opportunity to invest in a country that is experiencing strong GDP growth that is forecast to continue for a long time to come (For Wholesale Investors Only).
Capital growth over the medium to long term, to be used as a small component within a portfolio where the consumer has a 5 year investment timeframe, very high risk/return profile and needs daily liquidity
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)
A market neutral Australian equities long/short strategy.
The Fund invests in an actively managed concentrated portfolio of global small and mid capitalised (SMID) stocks in a variety of regions around the world. It employs a bottom up, fundamental based approach to stock selection and constructing portfolios.
The Portfolio provides investors diversity by investing in a range of small and medium sized stocks listed on the ASX.
The Fund invests across a range of commercial property assets, including direct property, unlisted property trusts, and A-REITs.
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)
WCM International Small Cap Growth Fund invests in global listed, quality, high growth small capitalisation companies in emerging and developed (ex-US) markets.
ChekRite delivers a digital alternative to paper based inspections and processes to manage safety checks that need to be performed on equipment and/or premises across a wide array of industries.
The Fund will invest in a diversified portfolio of liquid, investment grade fixed and floating rate green, sustainable and social corporate bonds (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 invests in a diversified portfolio of liquid, investment grade fixed and floating rate AUD corporate bonds (For Wholesale Investors Only)
WCM Global Growth Limited is an actively managed portfolio of quality global companies primarily within the high growth consumer, technology and healthcare sectors.
