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.
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.
The Mutual Cash Fund offers a diversified portfolio of fixed income credit assets with low correlation to equity markets.
The Fund is an absolute return portfolio of the best share opportunities we have identified (both long and short), and is managed by one of Australia's most experienced equity teams. (For Wholesale Investors Only)
Our goal is to achieve positive returns over the recommended investment horizon by generating asymmetric profit, regardless of any financial market performance. (For Wholesale Investor Only)
You’ll have that smile on your face in no time.
The Aura Core Income Fund aims to preserve capital and offer stable monthly income from a diversified portfolio of predominantly small to medium enterprise loans.
An absolute return fund that seeks to provide investors with a regular income and consistent returns (For Wholesale Investors Only).
$300m fund, returned over 11%pa since inception 100% 1st Mortgage - zero losses
For those wishing to balance risk whilst seeking capital growth from a diversified portfolio of shares, fixed income, cash and commodity investments from Australia & overseas. The Fund seeks to earn long term returns, higher than the custom benchmark*.
A diversified, open-ended fund with registered first mortgage security only over real estate assets primarily in metropolitan areas of Sydney and Melbourne (For Wholesale Investors Only).
The Fund is a concentrated portfolio (approx. 25 companies) of our most compelling equity ideas.
Diversify your portfolio with private credit backed by Australian real estate and generate a regular income stream.
The Mutual Cash Fund is a portfolio of the best Australian major bank term deposits with small cash holdings.
The Fund is a long-bias equity market product which typically buys or short sells Australian listed securities and derivatives.
MIPS offers the ability to create a bespoke fixed income portfolio based on your key investment objectives including liquidity, credit, duration, diversification and Ethical, Social & Governance (ESG) position.
