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.
Offers investors moderate medium-term growth as well as some income, while managing risk. (For Wholesale Investors Only)
The Fund aims to provide regular income with medium risk exposure and targets a return of the RBA Cash Rate plus a margin of 4.0% p.a.
Our Term Deposit combines a fixed interest rate with the convenience of online banking.
The Fund is designed for investors who are seeking strong medium to long-term capital growth potential, coupled with an increasing income stream payable from the dividends of the underlying shares.
Earn up to 11% p.a. through an exposure to Australian first mortgage loans (wholesale investors only)
Are you looking for a safe and rewarding place to invest your money?
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
Become an investor in an Australian-based enterprise offering a world-first in Intelligent Enterprise Workflow Automation – Any Industry, Any Language, Anywhere, Anytime.
Investors gain immediate exposure to an established and diversified portfolio of high-quality CRED exposures, and the monthly income distributions these generate.
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 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 outperform the UBS Bank Bill Index (0+yr) Maturity (SBCBB) over a three year period.
TermPlus aims to provide everyday Australian investors with stable, attractive monthly income, offering a simple and stress-free way to achieve competitive returns.
The Fund is an Australian Listed Resource Sector Focused Equity Long Short with potential for significant long-term capital growth with less correlation or drawdowns typically related to long only resource stock investments. (For Wholesale Investors Only)
An actively managed, diversified portfolio of global EQ, which provides the potential for long-term Caps growth by invest. in companies that are leaders in environmental, social, governance (ESG) risks and opportunities. (For Wholesale Investors Only)
