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’s primary investment objective is to provide long-term capital growth and regular income through investment in Australian equities.
The Fund’s strategy is to provide strong risk adjusted returns by providing loan facilities for property investment & development in major cities with a primary focus on residential & commercial projects throughout Australia -For Wholesale Investors Only
The Fund’s objective is to outperform the MSCI All Country World ex-Australia Net Total Return Index in Australian dollars over rolling 5 year periods.
Investment in the Fund offers an opportunity to combine a passion for motor vehicles with long-term capital growth. (For Wholesale Investors Only)
The Fund aims to provide long-term capital growth and income by investing in companies outside the S&P/ASX 50 Index. (For Wholesale Investors Only)
You’ll have that smile on your face in no time.
Invest in the largest 300 Australian companies listed on the ASX.
PE1 aims to provide investors with access to the top-performing quartile of global private equity managers, and boasts exposure to over 400underlying private companies.
The Trust invests in domestic commercial and residential Mortgage Backed Securities (For Wholesale Investors Only)
The fund’s strategy is to adopt an active approach to managing a portfolio of money market and fixed income securities along with stocks listed on the ASX. (For Wholesale Investors Only)
Invest in unique, high-growth private and public technology companies in Australia, the USA and offshore.
The Fund aims to provide long-term capital growth through a portfolio of global equities. The team uses a fundamental, bottom-up approach, driven by valuation, building a concentrated, 'best ideas', high conviction global equity portfolio.
This Fund aims to provide you with long-term returns that exceed the Reserve Bank of Australia cash rate, with less volatility than full exposure to the Australian sharemarket.
We have a pure fixed income focus and construct bespoke portfolios/accounts that cater for each client’s individual fixed income investing objectives including liquidity, credit, duration, and diversification (Wholesale Investors Only).
Aims to achieve superior absolute total returns by providing medium to long term capital growth without the constraint of a share market benchmark.
