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 provide long-term capital growth and outperform the MSCI World ex Australia Net Total Return Index with lower risk over rolling three-year periods. (For Wholesale Investors Only)
The NextGen Resources Fund provides investors with exposure to a range of commodities such as lithium, the rare earth elements, graphite, nickel, gold, copper, oil, coking coal and gas. (For Wholesale Investors Only)
Invest in robotics, automation and artificial intelligence.
The fund is invested in micro-capitalisation companies with sustainable business models and attractive investment qualities. It is designed for investors seeking portfolio diversification and strong capital growth over the long term.
Cybersecurity is not a feature, it’s the future.
When you invest in our private credit fund you not only have control and flexibility, but the choice of a secure long-term income through monthly payments or reinvestment plan.
Aims to provide long-term capital growth and income through investment predominantly in quality Australian industrial and resource shares. (For Wholesale Investors Only)
The Fund’s objective is to provide investors with regular income via monthly distributions from investing in Notes.
Gain exposure to the largest companies listed on the National Stock Exchange of India (NSE).
Eastwood Securities Mortgage Fund is a conservative, non-pooled, property mortgage-based investment scheme.
Investment in the Fund offers an opportunity to combine a passion for motor vehicles with long-term capital growth. (For Wholesale Investors Only)
IAM provides wholesale clients with alternative debt investment options, allowing investors to gain exposure to a broad range of issuers and industries.
The DDH Aggressive Growth Fund is 100% invested in Growth assets, spread between domestic and international equity, subject to limited allocations to cash and foreign currency.
Invest in quality and undervalued global technology companies using Morningstar’s expertise.
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.
