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 Firetrail Absolute Return Fund is a market-neutral, uncorrelated alternative of Firetrail’s best ideas.
Invest in covered calls over the S&P/ASX 200 for enhanced income potential with franked dividends.
The Fund invests in a select number of global listed real estate securities, with the aim of providing income and capital growth over the long term.
The Fund aims to generate competitive returns for Unitholders by investing in a carefully curated portfolio of secured commercial loans.
The Fund aims to provide investors with income and long-term capital growth through access to a portfolio of property investments.
Excelsior Capital Limited, (‘ASX:ECL’ or ‘Excelsior’) (previously known as CMI Limited), is a Listed Investment Company (LIC) that has been listed on the Australian Stock Exchange since 1993. Its investment strategy is quite dynamic, focusing on a mix of acquisitions, direct investments, and managed investment schemes aimed at achieving high compound returns with capital stability , low volatility at minimal correlation to risk assets such as equities and bonds.
Aims to achieve capital growth over the medium to long-term and to provide income through the receipt of franked dividends.
The portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees.
The fund aims to invest in a portfolio of ethically and socially responsible undervalued companies to achieve medium to long-term capital growth.
Aims to provide a secure broad exposure to the cryptocurrency ecosystem. (For Wholesale Investors Only)
Designed for investors who seek both flexibility and regular income (paid monthly). This Fund offers a competitive distribution rate plus the freedom to reinvest your distributions.
ROYL aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of global companies that earn a substantial portion of their revenue from royalty income, royalty-related income and intellectual property (IP) income.
Tribeca Global Natural Resources (TGF) provides investors with exposure to an active long short investment strategy that seeks to profit from the inherent volatility in the Natural Resources Sector.
Professionally managed fixed income portfolios for wholesale clients.
WAM Global provides investors with exposure to an actively managed diversified portfolio of undervalued international growth companies and exposure to market mispricing opportunities.
