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 a currency hedged portfolio of investment grade US corporate bonds.
The Fund invests in small and midcap listed global equities with aims for returns greater than the MSCI All Country World Index SMID Cap unhedged in Australian dollars over rolling 3 year periods after fees.
The Fund is designed for investors seeking strong medium to long-term capital growth, coupled with an increasing income stream payable from the dividends of the underlying shares.
The Fund is an unlisted managed investment scheme which invests in the development of residential land subdivision projects.
The portfolio aims to outperform the RBA cash rate plus 2.5%, over five years, after fees.
A highly diversified portfolio of fixed income assets that aims to provide investors with a minimum distribution equal to the RBA Cash Rate plus 3% per annum paid monthly over rolling 3 year periods after payment of distributions.
A high conviction, all cap Australian equity portfolio designed for alpha generation
The Fund uses an all-weather investment style that seeks to deliver consistent alpha over the cycle.
We help wholesale investors generate targeted returns of up to 15% p.a. on real estate secured investments.
A contributory mortgage fund offering wholesale investors the opportunity to invest directly in selected registered First Mortgages over predominately residential but also limited non-residential property in South East Queensland.
The Fund invests in a portfolio of secured loans of $20m to $80m, in mid-market non-investment grade Australian corporates that are currently underserviced by banks and credit funds. (For Wholesale Investors Only)
A high conviction, benchmark agnostic Australian equities fund aiming to capture real earnings per share growth over the long-term.
The Fund aims to generate long-term after-tax returns for Aust resident investors in excess of the Benchmark after fees, including an annual gross dividend yield (incl franking) that exceeds gross dividend yield of the Benchmark (Wholesale Investors Only)
These portfolios hold only Australian or International shares respectively, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time.
When you invest in APG's Pooled Mortgage Fund you are investing in a portfolio of short-term business loans that are secured by Australian real-estate and managed by a team of experienced mortgage managers.
