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 Monash Investors Small Companies Fund offers investors an Australian equity fund with a long bias and an Absolute Return focus.
PE1 aims to provide investors with access to the top-performing quartile of global private equity managers, and boasts exposure to over 400underlying private companies.
KERB is a global parking platform which helps drivers find parking spaces and parking operators digitize their car parks.
The Fund is a diversified, style unaware portfolio invested in a mix of asset classes mainly via managed funds, including other Equity Trustee funds.
$300m fund, returned over 11%pa since inception 100% 1st Mortgage - zero losses
The no fee, fixed term deposit making a positive difference to more than just your bank balance.
Invest alongside Market Matters and benefit from our high-performing, active approach.
Invest in a growing portfolio of high-quality government leased assets.
Designed to seek efficient index exposure with an active edge.
The Account's objective is to deliver returns ahead of the S&P/ASX 300.
This strategy aims to deliver superior long-term returns by actively investing in undervalued companies and short-selling overvalued companies across global developed and emerging markets. (For Wholesale Investors Only)
Designed for investors seeking predictable outcomes - including above cash rate returns, consistent income and capital stability (For Wholesale Investors Only).
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 seeks to maximise risk-adjusted, long-term returns by investing in undervalued stocks and short selling overvalued stocks. (For Wholesale Investors Only)
The Fund is a long short investment fund investing in developed market equities in Australia and internationally (For Wholesale Investors Only)
