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.
Invest in covered calls over the S&P/ASX 200 for enhanced income potential with franked dividends.
The Fund aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).
Providing sophisticated investors monthly income distributions by investing in asset backed securities. (For Wholesale Investors Only)
Attractive income from diversified Australian bonds
The portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees.
The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period that is hedged for foreign currency exposure.
The Fund is an open-ended pooled mortgage trust in which Investor money is combined to make a pool of loans which are secured by first mortgages over real property. (For Wholesale Investors Only)
The Portfolio comprises between 20 and 40 securities and aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
High conviction portfolio of well researched investments aim to deliver absolute returns balanced with capital preservation. The experienced team use traditional fundamental based quantitative and qualitative analysis.
Tailor your investment to your individual risk profile, with a range of interest returns and security types.
The Trust is a leading fixed income product with a highly diversified portfolio of Australian debt assets with a strong bias towards trade and debtor finance and includes a global investor base. (For Wholesale Investors Only)
Preserving Confidence, Producing Results.
The Firetrail Australian Small Companies Fund is a concentrated portfolio of our most compelling Australian Small Company ideas.
The Fund is a long-bias equity market product which typically buys or short sells Australian listed securities and derivatives.
Designed to provide current income while maintaining prospects for capital appreciation.
