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 no fee, fixed term deposit making a positive difference to more than just your bank balance.
This strategy aims to deliver attractive long-term returns by actively investing in a diversified portfolio of listed Australian companies. (For Wholesale Investors only)
Designed to invest in companies providing the infrastructure to support a sustainable and inclusive economy.
The Fund seeks to achieve a long-term return in excess of the Benchmark by actively investing primarily in a portfolio of emerging market companies.
The Fund aims to generate long-term uncorrelated returns in excess of the RBA Total Return Index after fees. (For Wholesale Investors Only)
Lock in a competitive interest rate with a MOVE Bank Term Deposit.
We have a pure fixed income focus and construct bespoke portfolios/accounts that cater for each client’s individual fixed income investing objectives including liquidity, credit, duration, and diversification (Wholesale Investors Only).
The Fund seeks to achieve superior total returns by providing medium to long term capital growth investing in smaller capitalisation companies.
Invest in bonds that potentially pay higher income.
Providing sophisticated investors monthly income distributions by investing in asset backed securities. (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.
The objective of the portfolio is to grow the value of your investment over the medium to long period of time, through capital growth in a portfolio of international shares while aiming to outperform the Benchmark over rolling five year periods.
The High Yield Fund offers fixed income credit products otherwise not available to retail investors, targeting capital stable higher yielding assets.
The Fund provides exposure to an actively-managed portfolio of global securities, primarily through Exchange Traded Funds (ETFs) and stocks listed on international stock exchanges such as the New York Stock Exchange and the NASDAQ.
The DDH Aggressive Growth Fund is 100% invested in Growth assets, spread between domestic and international equity, subject to limited allocations to cash and foreign currency.
