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 aims to deliver long-term growth by investing in 30 to 50 high-quality, small, emerging and developing Australian and NZ companies with strong and enduring growth potential.
The Fund aims to outperform the MSCI All World Index in Australian Dollars (Benchmark) on a net of fees basis, by investing in companies that are striving for positive change and delivering social and environmental outcomes.
Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees.
The Fund invests in a portfolio of global small and mid-cap companies poised to grow their profitability and investor returns.
The Chester High Conviction Fund is designed for investors who aim to grow their wealth while preserving their capital. The fund’s investible universe is the S&P/ASX 300 Accumulation Index.
A debt fund that offers investors a 10.0% p.a. target return with unique investor protection features. (For Wholesale Investors Only)
Our goal is to achieve positive returns over the recommended investment horizon by generating asymmetric profit, regardless of any financial market performance. (For Wholesale Investor Only)
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 invests principally in listed (or soon to be listed) international equities, will typically have 45 to 75 holdings and can invest in developed and emerging markets.
This is a “done-for-you” solution that provides an actively-managed investment account service to investors wanting capital growth over a minimum time frame of 5 years.
Aims to provide a secure broad exposure to the cryptocurrency ecosystem. (For Wholesale Investors Only)
This CFMG First Mortgage & Income Fund product provides our investors with a regular income stream, as the fund will distribute returns on a quarterly basis.
A portfolio of 20-50 sufficiently liquid, small and mid-cap ASX-listed companies, with a preference for high quality, profitable and growth focused businesses.
The iPartners Credit Investment Fund aims to provide investors with a diversified portfolio of high yielding private credit assets including asset backed securities, corporate credit and property debt.
An opportunity to invest in a soon to be completed large format retail centre located in a growing region of Victoria.
