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.
XGOV invests in a portfolio of Australian dollar denominated Australian Government Bonds with maturity dates between 10 and 20 years with the aim of providing investment returns (before fees and costs) that closely track the returns of the Index.
The Russell Investments Australian Semi-Government Bond ETF (the 'Fund') seeks to track the performance of the DBIQ 0-5 year Australian Semi-Government Bond Index ('the Index'), which comprises predominantly Australian semi-government fixed income securities. The fund aims to provide exposure to the largest and most liquid Australian state government bonds as identified by certain eligibility criteria including minimum issuance size and term to maturity. The fund also aims to deliver diversified risk through equally weighting the securities on reconstitution to ensure that the exposure is not biased towards the largest borrowers.
The Mawson Market Neutral Managed Portfolio aims to out-perform the MSCI AC World Net Index over a 3 year period before fees. (For Wholesale Investors Only)
The portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees.
Vanguard All-World ex-U.S. Shares Index ETF seeks to track the return of the FTSE All-World ex US Index before taking into account fees, expenses and tax.
The Russell Investments Australian Government Bond ETF (the 'Fund') seeks to track the performance of the DBIQ 5-10 year Australian Government Bond Index ('the Index'), which comprises predominantly Australian government fixed income securities. The Fund aims to provide exposure to the largest and most liquid Australian Government bonds as identified by certain eligibility criteria including minimum issuance size and term to maturity. The Fund also aims to deliver diversified risk through equally weighting the securities on reconstitution to ensure that the exposure is not biased towards the largest creditors or borrowers.
The DDH Conservative Growth Fund invests in predominantly defensive assets across Australian & international markets, giving investors access to wholesale portfolios managed by QIC.
KERB is a global parking platform which helps drivers find parking spaces and parking operators digitize their car parks.
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 investors with the performance of the S&P Mid-Cap 400®, before fees and expenses. The index is designed to measure the performance of mid-capitalisation US equities.
The Fund’s current indicative distribution rate is 6.55%p.a., paid monthly.
The SPDR® S&P®/ASX 200 ETF, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index.
An ASX listed investment company that holds positions across both public and private markets, covering a range of industries and stages of development. The investment strategy targets innovative companies that display a sustainable competitive advantage and strong management teams. The Fund also aims to provide a steady, fully franked dividend stream.
L1 Capital International (Hedged) Active ETF (ASX:L1HI) has a ‘dual registry’ structure that allows investors to buy and sell shares in the Fund both off-market via the registry and on-market via the ASX.
The objective of the Portfolio is to outperform the UBS Bank Bill Index (0+yr) Maturity (SBCBB) over a three year period.
