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 seeks to provide investors with long-term capital growth via an emphasis on local and global share investing. (For Wholesale Investors Only)
Take control of assets within super. Build a diversified portfolio enabled by smart technology to manage super, transition to retirement or pension portfolios.
The Fund is an open-ended, unlisted unit trust which aims to provide investors with an exposure to a portfolio of real estate backed loans, secured by first and second ranked mortgages.
Leading the salon membership movement. (For Wholesale Investors Only)
Invest in a selection of low volatility high dividend-paying companies.
The Fund aims to generate competitive returns for Unitholders by investing in a carefully curated portfolio of secured commercial loans.
Consistent returns aiming for cash + 1.50%
The Fund gives investors exposure to the underlying returns of some of the world’s highest quality real estate assets through a select portfolio of global real estate investment trusts (‘REITs’) and property companies.
The Fund aims to materially outperform the ASX All Ordinaries Accumulation Index net of fees over a rolling 5 year period via investing in a portfolio of Australian companies listed - or soon to be listed - on the ASX.
The Fund’s objective is to deliver global equity-like returns over rolling 5 year periods, while providing downside protection for severe market falls, to deliver beneficial results over the full cycle.
The Fund predominantly invests in a diversified portfolio of assets that meet Perpetual’s ESG and values-based criteria. (For Wholesale Investors Only)
A diversified, open-ended fund with registered first mortgage security only over real estate assets primarily in metropolitan areas of Sydney and Melbourne (For Wholesale Investors Only).
Designed to invest in companies providing the infrastructure to support a sustainable and inclusive economy.
The Fund is an actively managed, diversified portfolio of 20 to 40 equity and equity-related securities with a global remit. (For Wholesale Investors Only)
The Fund is an unlisted managed investment scheme which invests in the development of residential land subdivision projects.
