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.
An open-ended fund targeting a minimum net investor return of the RBA Cash Rate plus 4.0% p.a. (For Wholesale Investors Only)
Exclusive property investment opportunities for wholesale investors, offering from 12% per annum paid monthly.
The Fund’s objective is to outperform the MSCI All Country World ex-Australia Net Total Return Index in Australian dollars over rolling 5 year periods.
The Fund is actively managed with a concentrated high-conviction, sustainability-themed strategy that invests in companies positioned to thrive during the transition to a more sustainable economy. (For Wholesale Investors Only)
The Fund will invest in early-stage high potential growth companies, with a focus on seed stage and follow-on investments. (For Wholesale Investors Only)
The no fee, fixed term deposit making a positive difference to more than just your bank balance.
The Chester High Conviction Fund is designed for investors who aim to grow their wealth while preserving their capital. The fund’s investible universe is the S&P/ASX 300 Accumulation Index.
The High Yield Fund offers fixed income credit products otherwise not available to retail investors, targeting capital stable higher yielding assets.
Earn up to 11% p.a. through an exposure to Australian first mortgage loans (wholesale investors only)
Blue Boat is a global, long-only equity fund that aims to generate substantial returns by investing in value opportunities in quality businesses
The Trust invests in domestic commercial and residential Mortgage Backed Securities (For Wholesale Investors Only)
A portfolio of micro-cap Australian companies spread across a diversified range of industries & stages of development. Acorn Capital invests in innovative companies that display sustainable competitive advantage & strong management teams.
Waterhouse VC seekss attractive investment returns for wholesale investors through highly targeted opportunities in the wagering and gaming industry.
The Fund invests in global listed equities that contribute to a meaningful reduction in climate change. (Wholesale Investors Only)
The Fund invests in mortgages with typical loan amounts between $3M to $15M secured via a mortgage over real property located within metropolitan Sydney, Brisbane or Melbourne (For Wholesale Investors Only).
