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 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.
Whitefield Industrials Ltd is an ASX listed investment company holding a diversified portfolio of ASX listed Industrial (non-resource) shares
The Fund aims to provide investors with the performance of the Bloomberg MSCI Global Aggregate and Green Bond ESG SRI Index (Hedged to AUD), before fees and expenses. The index is designed to measure the AUD hedged performance of global investment grade ESG (environmental, social and governance) screened bonds.
To provide long-term capital growth by investing in a portfolio of life science companies where innovation plays a crucial role in improving global health and economic outcomes.
MTUM aims to track the performance of an index (before fees and expenses) comprising a portfolio of Australian companies with above average momentum scores, as measured by risk-adjusted returns.
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.
FHNG provides a concentrated exposure to global innovation leaders by investing in highly traded growth stocks of tech and tech-enabled companies.
Alternative Investment Trust (AIQ or the Trust) is listed on the Australian Stock Exchange (ASX) and has exposure to a portfolio of leading international absolute return funds and selected direct investments in subordinated debt and equity co-investments.
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.
Argo Investments is one of Australia's oldest and largest listed investment companies (LICs). Offering investors low-cost, conservative and diversified exposure to Australian listed companies.
RMBS invests in a portfolio of Australian residential mortgage-backed securities. RMBS aims to provide investment returns, before fees and other costs, that closely track the performance of the Index.
NGE Capital offers investors exposure to an actively managed, concentrated portfolio of high conviction investments.
The Fund aims to outperform the Benchmark over the investment cycle (typically 5-7years).
The Fund is a long-bias equity market product which typically buys or short sells Australian listed securities and derivatives.
H&G High Conviction Limited is an investment company with a focus on risk adjusted returns through constructing a high conviction portfolio of microcap ASX-listed companies.
The Fund aims to provide investors with regular and stable income comprised of dividends, distributions and interest received plus capital growth from a portfolio of global infrastructure securities while hedging the Fund’s currency exposure back to AUD and to outperform the benchmark, being an accumulation index comprised of the OECD G7 Inflation Index plus 5.5% per annum.
