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 Magellan Global Fund seeks to invest in outstanding companies at attractive prices, while exercising a deep understanding of the macroeconomic environment to manage investment risk.
This is a “done-for-you” solution that provides an actively-managed investment account service to investors wanting capital growth over a minimum time frame of 5 years.
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.
The Fund aims to provide regular income with quarterly distributions from both diversification and risk management through exposure to a hand-picked selection of primarily corporate and government bonds (For Wholesale Investors Only).
The Fund seeks efficient index exposure with an active edge.
Offers investors moderate medium-term growth as well as some income, while managing risk. (For Wholesale Investors Only)
The Fund aims to provide monthly tax-effective income and long-term capital growth by investing in the healthcare sector underpinned by long term leases to a range of reputable healthcare operators.
The portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees.
Targeting >20% IRR returns by investing in the most promising wealth management and funds management boutiques, led by the next generation.
Are you looking for a safe and rewarding place to invest your money?
A portfolio of 20-50 sufficiently liquid, small and mid-cap ASX-listed companies, with a preference for high quality, profitable and growth focused businesses.
ZILIO is a high-growth Seed Investment opportunity in the Fashiontech space for investors looking to take part in solving eCommerce’s Trillion-Dollar sizing and returns problem. (For Wholesale Investors Only)
Designed to seek income and also capital appreciation by investing across debt markets.
H&G High Conviction Fund is an equity fund with a focus on Ex-ASX300 listed companies. (For Wholesale Investors only)
The DDH Cash Fund is an interest rate only product, and grants investors exposure to deposits with at least a BBB- credit rating.
