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.
FRP Capital presents its latest investment opportunity – the Brickworks Marketplace Fund. Access this iconic South Australian sub-regional shopping centre through our exclusive single asset Wholesale Fund.
Designed to seek efficient index exposure with an active edge.
The objective of the Portfolio is to grow the value of your investment through a combination of capital growth and income via dividends by investing in a diversified portfolio of Australian shares.
The Fund aims to provide long-term capital growth through a portfolio of global equities. The team uses a fundamental, bottom-up approach, driven by valuation, building a concentrated, 'best ideas', high conviction global equity portfolio.
Attractive predictable income. Disciplined real estate investment. (For Wholesale Investors Only)
The Fund typically invests in a select number of attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges (usually a minimum 30 long holdings).
The Fund seeks to produce attractive risk-adjusted returns with low long term average correlation to traditional equity markets. It seeks to achieve returns from its multi strategy approach, over the medium to long term. (For Wholesale Investors Only)
A high conviction portfolio with a sustainable edge.
The DDH Conservative Growth Fund invests in predominantly defensive assets across Australian & international markets, giving investors access to wholesale portfolios managed by QIC.
Invest in unique, high-growth private and public technology companies in Australia, the USA and offshore.
Tailor your investment to your individual risk profile, with a range of interest returns and security types.
The KeyInvest Life Events Bond is a low-cost and tax-effective investment bond designed to assist with building and managing wealth through every stage of life.
The Fund’s objective is long-term capital growth and to outperform the MSCI All Country World Index focusing on mid- and large-capitalisation companies across global equity markets.
NAC aims to provide investors with a long-term concentrated exposure to Australian public emerging companies (excluding resource companies).
Jameson TTB is an investment manager specialising in private debt and structured equity with a focus on Australian defensive real estate backed transactions. (For Wholesale Investors Only)
